Naviter Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,950
| Closed | -$213K | – | 230 |
|
|
2023
Q2 | $213K | Sell |
1,950
-1
| -0.1% | -$109 | 0.05% | 211 |
|
|
2023
Q1 | $204K | Sell |
1,951
-13,332
| -87% | -$1.39M | 0.07% | 178 |
|
|
2022
Q4 | $1.78M | Buy |
15,283
+9,051
| +145% | +$1.05M | 0.49% | 43 |
|
|
2022
Q3 | $644K | Buy |
6,232
+1,497
| +32% | +$155K | 0.26% | 94 |
|
|
2022
Q2 | $492K | Sell |
4,735
-3,913
| -45% | -$407K | 0.2% | 123 |
|
|
2022
Q1 | $1.12M | Sell |
8,648
-118,112
| -93% | -$15.2M | 0.37% | 49 |
|
|
2021
Q4 | $17.7M | Buy |
+126,760
| New | +$17.7M | 5.29% | 5 |
|