Perigon Wealth Management’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
Q4 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $133K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $155K | Hold |
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|
2017
Q4 | $155K | Buy |
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|
2017
Q3 | $82K | Hold |
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|
2017
Q2 | $77K | Hold |
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|
2017
Q1 | $74K | Hold |
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|
2016
Q4 | $74K | Buy |
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|
2016
Q3 | $65K | Hold |
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|
2016
Q2 | $59K | Buy |
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