Reilly Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 931 |
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 818 |
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 860 |
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 865 |
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 801 |
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 753 |
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 816 |
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 840 |
|
2019
Q4 | $2K | Sell |
20
-8
| -29% | -$800 | ﹤0.01% | 810 |
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 824 |
|
2019
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 835 |
|
2019
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 856 |
|
2018
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 856 |
|
2018
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 903 |
|
2018
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 884 |
|
2018
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 844 |
|
2017
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 847 |
|
2017
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 840 |
|
2017
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 874 |
|
2017
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 847 |
|
2015
Q3 | – | Sell |
-6
| Closed | – | – | 1344 |
|
2015
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1391 |
|
2014
Q3 | – | Sell |
-19
| Closed | -$1K | – | 849 |
|
2014
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 817 |
|