Mosaic Financial Partners’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
2018
Q2
$345K Hold
2018
Q1
$313K Sell
2017
Q4
$5.84M Buy
2017
Q3
$309K Hold
2017
Q2
$291K Hold
2017
Q1
$280K Hold
2016
Q4
$280K Hold
2016
Q3
$255K Hold
2016
Q2
$231K Hold
2016
Q1
$222K Hold
2015
Q4
$236K Sell
2015
Q3
$229K Hold
2015
Q2
$267K Hold
2015
Q1
$259K Hold
2014
Q4
$252K Hold
2014
Q3
$228K Hold
2014
Q2
$249K Hold
2014
Q1
$253K Hold
2013
Q4
$246K Hold
2013
Q3
$224K Sell
2013
Q2
$202K Buy