O'Connor Financial Group’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 |
-2,785
| Closed | -$363K | – | 56 |
|
|
2024
Q4 | $363K | Buy |
2,785
+5
| +0.2% | +$652 | 0.19% | 39 |
|
|
2024
Q3 | $343K | Sell |
2,780
-20
| -0.7% | -$2.47K | 0.18% | 40 |
|
|
2024
Q2 | $319K | Sell |
2,800
-45
| -2% | -$5.13K | 0.19% | 38 |
|
|
2024
Q1 | $345K | Sell |
2,845
-4,755
| -63% | -$576K | 0.21% | 35 |
|
|
2023
Q4 | $882K | Buy |
7,600
+289
| +4% | +$33.5K | 0.55% | 30 |
|
|
2023
Q3 | $732K | Sell |
7,311
-768
| -10% | -$76.9K | 0.5% | 32 |
|
|
2023
Q2 | $883K | Sell |
8,079
-26,105
| -76% | -$2.85M | 0.61% | 28 |
|
|
2023
Q1 | $3.57M | Buy |
+34,184
| New | +$3.57M | 2.69% | 14 |
|