MFT
Moisand Fitzgerald Tamayo’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
9,263
-354
| -4% | -$45.2K | 0.15% | 47 |
|
|
2025
Q1 | $1.07M | Sell |
9,617
-430
| -4% | -$47.7K | 0.15% | 46 |
|
|
2024
Q4 | $1.31M | Sell |
10,047
-355
| -3% | -$46.3K | 0.19% | 45 |
|
|
2024
Q3 | $1.28M | Hold |
10,402
| – | – | 0.18% | 45 |
|
|
2024
Q2 | $1.19M | Sell |
10,402
-17
| -0.2% | -$1.94K | 0.18% | 44 |
|
|
2024
Q1 | $1.26M | Sell |
10,419
-21
| -0.2% | -$2.55K | 0.19% | 44 |
|
|
2023
Q4 | $1.21M | Hold |
10,440
| – | – | 0.21% | 43 |
|
|
2023
Q3 | $1.05M | Sell |
10,440
-18
| -0.2% | -$1.8K | 0.22% | 40 |
|
|
2023
Q2 | $1.14M | Sell |
10,458
-131
| -1% | -$14.3K | 0.23% | 40 |
|
|
2023
Q1 | $1.11M | Sell |
10,589
-1,603
| -13% | -$168K | 0.24% | 41 |
|
|
2022
Q4 | $1.31M | Sell |
12,192
-165
| -1% | -$17.8K | 0.3% | 40 |
|
|
2022
Q3 | $1.28M | Sell |
12,357
-43
| -0.3% | -$4.45K | 0.35% | 38 |
|
|
2022
Q2 | $1.29M | Buy |
12,400
+5,260
| +74% | +$547K | 0.35% | 38 |
|
|
2022
Q1 | $920K | Sell |
7,140
-5,279
| -43% | -$680K | 0.42% | 37 |
|
|
2021
Q4 | $1.74M | Hold |
12,419
| – | – | 0.49% | 35 |
|
|
2021
Q3 | $1.79M | Sell |
12,419
-441
| -3% | -$63.6K | 0.6% | 33 |
|
|
2021
Q2 | $1.96M | Sell |
12,860
-680
| -5% | -$104K | 0.71% | 28 |
|
|
2021
Q1 | $1.99M | Sell |
13,540
-108
| -0.8% | -$15.9K | 0.86% | 26 |
|
|
2020
Q4 | $1.62M | Sell |
13,648
-87
| -0.6% | -$10.3K | 0.73% | 26 |
|
|
2020
Q3 | $1.24M | Sell |
13,735
-218
| -2% | -$19.7K | 0.64% | 29 |
|
|
2020
Q2 | $1.22M | Sell |
13,953
-113
| -0.8% | -$9.86K | 0.67% | 29 |
|
|
2020
Q1 | $943K | Sell |
14,066
-679
| -5% | -$45.5K | 0.62% | 30 |
|
|
2019
Q4 | $1.47M | Sell |
14,745
-193
| -1% | -$19.2K | 0.76% | 24 |
|
|
2019
Q3 | $1.32M | Sell |
14,938
-181
| -1% | -$16K | 0.71% | 25 |
|
|
2019
Q2 | $1.41M | Hold |
15,119
| – | – | 0.77% | 24 |
|
|
2019
Q1 | $1.4M | Sell |
15,119
-119
| -0.8% | -$11K | 0.78% | 25 |
|
|
2018
Q4 | $1.26M | Sell |
15,238
-441
| -3% | -$36.4K | 0.79% | 25 |
|
|
2018
Q3 | $1.67M | Sell |
15,679
-143
| -0.9% | -$15.2K | 0.93% | 23 |
|
|
2018
Q2 | $1.67M | Sell |
15,822
-167
| -1% | -$17.6K | 0.97% | 22 |
|
|
2018
Q1 | $1.54M | Sell |
15,989
-210
| -1% | -$20.2K | 0.91% | 23 |
|
|
2017
Q4 | $1.55M | Sell |
16,199
-645
| -4% | -$61.7K | 0.9% | 24 |
|
|
2017
Q3 | $1.59M | Sell |
16,844
-265
| -2% | -$25K | 0.97% | 24 |
|
|
2017
Q2 | $1.52M | Sell |
17,109
-244
| -1% | -$21.7K | 1.04% | 24 |
|
|
2017
Q1 | $1.49M | Sell |
17,353
-696
| -4% | -$59.6K | 1.05% | 24 |
|
|
2016
Q4 | $1.55M | Sell |
18,049
-938
| -5% | -$80.5K | 1.15% | 23 |
|
|
2016
Q3 | $1.48M | Sell |
18,987
-967
| -5% | -$75.4K | 1.12% | 23 |
|
|
2016
Q2 | $1.41M | Sell |
19,954
-539
| -3% | -$38.1K | 1.15% | 24 |
|
|
2016
Q1 | $1.39M | Sell |
20,493
-2,457
| -11% | -$167K | 1.13% | 24 |
|
|
2015
Q4 | $1.66M | Buy |
+22,950
| New | +$1.66M | 1.42% | 22 |
|