LFA
Level Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
9,368
-740
| -7% | -$94.5K | 0.37% | 42 |
|
|
2025
Q1 | $1.12M | Sell |
10,108
-67
| -0.7% | -$7.43K | 0.38% | 43 |
|
|
2024
Q4 | $1.33M | Sell |
10,175
-1,066
| -9% | -$139K | 0.49% | 36 |
|
|
2024
Q3 | $1.39M | Sell |
11,241
-594
| -5% | -$73.3K | 0.53% | 34 |
|
|
2024
Q2 | $1.35M | Sell |
11,835
-232
| -2% | -$26.4K | 0.58% | 33 |
|
|
2024
Q1 | $1.46M | Sell |
12,067
-389
| -3% | -$47.1K | 0.66% | 30 |
|
|
2023
Q4 | $1.45M | Sell |
12,456
-223
| -2% | -$25.9K | 0.71% | 26 |
|
|
2023
Q3 | $1.27M | Sell |
12,679
-387
| -3% | -$38.7K | 0.71% | 25 |
|
|
2023
Q2 | $1.43M | Sell |
13,066
-1,168
| -8% | -$128K | 0.8% | 25 |
|
|
2023
Q1 | $1.49M | Sell |
14,234
-48
| -0.3% | -$5.02K | 0.89% | 23 |
|
|
2022
Q4 | $1.54M | Sell |
14,282
-404
| -3% | -$43.6K | 1.01% | 22 |
|
|
2022
Q3 | $1.52M | Sell |
14,686
-1,014
| -6% | -$105K | 1.12% | 21 |
|
|
2022
Q2 | $1.63M | Sell |
15,700
-2,033
| -11% | -$211K | 1.2% | 18 |
|
|
2022
Q1 | $2.29M | Sell |
17,733
-643
| -3% | -$82.9K | 1.76% | 14 |
|
|
2021
Q4 | $2.57M | Buy |
+18,376
| New | +$2.57M | 1.96% | 13 |
|