PWA
Physician Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
8,970
+114
| +1% | +$14.6K | 0.18% | 62 |
|
|
2025
Q1 | $982K | Sell |
8,856
-412
| -4% | -$45.7K | 0.17% | 67 |
|
|
2024
Q4 | $1.21M | Sell |
9,268
-1,205
| -12% | -$157K | 0.2% | 61 |
|
|
2024
Q3 | $1.32M | Sell |
10,473
-1,274
| -11% | -$160K | 0.24% | 53 |
|
|
2024
Q2 | $1.52M | Sell |
11,747
-275
| -2% | -$35.6K | 0.28% | 54 |
|
|
2024
Q1 | $1.34M | Sell |
12,022
-585
| -5% | -$65K | 0.28% | 54 |
|
|
2023
Q4 | $1.42M | Buy |
12,607
+86
| +0.7% | +$9.69K | 0.32% | 49 |
|
|
2023
Q3 | $1.23M | Sell |
12,521
-183
| -1% | -$18K | 0.32% | 49 |
|
|
2023
Q2 | $1.4M | Buy |
12,704
+55
| +0.4% | +$6.07K | 0.35% | 41 |
|
|
2023
Q1 | $1.33M | Sell |
12,649
-131
| -1% | -$13.7K | 0.35% | 42 |
|
|
2022
Q4 | $1.49M | Sell |
12,780
-899
| -7% | -$105K | 0.4% | 38 |
|
|
2022
Q3 | $1.48M | Sell |
13,679
-523
| -4% | -$56.5K | 0.45% | 37 |
|
|
2022
Q2 | $1.63M | Sell |
14,202
-2,056
| -13% | -$235K | 0.47% | 36 |
|
|
2022
Q1 | $1.95M | Sell |
16,258
-21
| -0.1% | -$2.52K | 0.52% | 38 |
|
|
2021
Q4 | $2.22M | Buy |
16,279
+174
| +1% | +$23.7K | 0.58% | 35 |
|
|
2021
Q3 | $2.36M | Buy |
16,105
+128
| +0.8% | +$18.7K | 0.65% | 31 |
|
|
2021
Q2 | $2.29M | Sell |
15,977
-239
| -1% | -$34.3K | 0.66% | 33 |
|
|
2021
Q1 | $2.43M | Sell |
16,216
-445
| -3% | -$66.6K | 0.79% | 29 |
|
|
2020
Q4 | $2.45M | Sell |
16,661
-5,178
| -24% | -$760K | 0.83% | 28 |
|
|
2020
Q3 | $2.04M | Sell |
21,839
-906
| -4% | -$84.7K | 0.82% | 28 |
|
|
2020
Q2 | $2.2M | Sell |
22,745
-1,218
| -5% | -$118K | 0.89% | 26 |
|
|
2020
Q1 | $1.69M | Buy |
23,963
+1,688
| +8% | +$119K | 0.85% | 26 |
|
|
2019
Q4 | $2.2M | Sell |
22,275
-731
| -3% | -$72.1K | 0.98% | 23 |
|
|
2019
Q3 | $2.16M | Buy |
+23,006
| New | +$2.16M | 1.06% | 22 |
|