Montag & Associates’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
Q2 | – | Sell |
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|
2025
Q1 | $52.7K | Hold |
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|
2024
Q4 | $61.9K | Hold |
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|
2024
Q3 | $58.6K | Hold |
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|
2024
Q2 | $54.1K | Sell |
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|
2024
Q1 | $81.2K | Hold |
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|
2023
Q4 | $77.7K | Hold |
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|
2023
Q3 | $67.4K | Buy |
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|
2023
Q2 | $48.6K | Buy |
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|
2023
Q1 | $20.4K | Hold |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $29K | Buy |
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