Secure Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,725
| Closed | -$249K | – | 212 |
|
|
2021
Q3 | $249K | Buy |
1,725
+91
| +6% | +$13.1K | 0.12% | 150 |
|
|
2021
Q2 | $249K | Sell |
1,634
-294
| -15% | -$44.8K | 0.13% | 155 |
|
|
2021
Q1 | $283K | Sell |
1,928
-216
| -10% | -$31.7K | 0.16% | 130 |
|
|
2020
Q4 | $254K | Buy |
+2,144
| New | +$254K | 0.15% | 128 |
|
|
2020
Q3 | – | Sell |
-2,939
| Closed | -$256K | – | 158 |
|
|
2020
Q2 | $256K | Buy |
+2,939
| New | +$256K | 0.18% | 127 |
|