Merit Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,402
| Closed | -$831K | – | 228 |
|
|
2020
Q1 | $831K | Buy |
12,402
+942
| +8% | +$63.1K | 0.09% | 87 |
|
|
2019
Q4 | $1.14M | Sell |
11,460
-148
| -1% | -$14.7K | 0.1% | 83 |
|
|
2019
Q3 | $1.02M | Sell |
11,608
-84
| -0.7% | -$7.4K | 0.11% | 49 |
|
|
2019
Q2 | $1.09M | Sell |
11,692
-1,557
| -12% | -$145K | 0.13% | 29 |
|
|
2019
Q1 | $1.23M | Buy |
13,249
+1,785
| +16% | +$165K | 0.15% | 25 |
|
|
2018
Q4 | $945K | Sell |
11,464
-466
| -4% | -$38.4K | 0.14% | 31 |
|
|
2018
Q3 | $1.27M | Buy |
11,930
+672
| +6% | +$71.4K | 0.2% | 27 |
|
|
2018
Q2 | $1.19M | Buy |
11,258
+1,066
| +10% | +$113K | 0.21% | 22 |
|
|
2018
Q1 | $979K | Buy |
10,192
+3,492
| +52% | +$335K | 0.19% | 23 |
|
|
2017
Q4 | $641K | Buy |
+6,700
| New | +$641K | 0.14% | 29 |
|