Modera Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $971K | Sell |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $886K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $962K | Buy |
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|
2024
Q2 | $854K | Buy |
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|
2024
Q1 | $444K | Hold |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $468K | Hold |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $442K | Hold |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $549K | Sell |
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|
2021
Q4 | $598K | Buy |
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|
2021
Q3 | $614K | Hold |
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|
2021
Q2 | $649K | Hold |
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|
2021
Q1 | $625K | Sell |
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|
2020
Q4 | $510K | Hold |
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|
2020
Q3 | $389K | Hold |
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|
2020
Q2 | $375K | Hold |
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|
2020
Q1 | $288K | Buy |
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