Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,220
| Closed | -$287K | – | 1130 |
|
|
2024
Q4 | $287K | Buy |
2,220
+1
| +0% | +$129 | 0.01% | 890 |
|
|
2024
Q3 | $277K | Buy |
+2,219
| New | +$277K | 0.01% | 933 |
|
|
2024
Q2 | – | Sell |
-2,261
| Closed | -$274K | – | 1118 |
|
|
2024
Q1 | $274K | Sell |
2,261
-33
| -1% | -$4K | 0.01% | 900 |
|
|
2023
Q4 | $266K | Buy |
2,294
+205
| +10% | +$23.8K | 0.01% | 856 |
|
|
2023
Q3 | $209K | Sell |
2,089
-11
| -0.5% | -$1.1K | 0.01% | 905 |
|
|
2023
Q2 | $230K | Buy |
2,100
+37
| +2% | +$4.04K | 0.01% | 899 |
|
|
2023
Q1 | $216K | Buy |
2,063
+78
| +4% | +$8.15K | 0.01% | 900 |
|
|
2022
Q4 | $214K | Buy |
+1,985
| New | +$214K | 0.01% | 852 |
|
|
2020
Q1 | – | Sell |
-4,999
| Closed | -$497K | – | 606 |
|
|
2019
Q4 | $497K | Buy |
+4,999
| New | +$497K | 0.05% | 342 |
|