Spire Wealth Management’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
Q2 | $439K | Sell |
3,438
-5
| -0.1% | -$638 | 0.02% | 543 |
|
|
2025
Q1 | $382K | Sell |
3,443
-1
| -0% | -$111 | 0.01% | 650 |
|
|
2024
Q4 | $449K | Sell |
3,444
-48
| -1% | -$6.26K | 0.01% | 577 |
|
|
2024
Q3 | $431K | Buy |
3,492
+1,066
| +44% | +$131K | 0.01% | 557 |
|
|
2024
Q2 | $277K | Sell |
2,426
-1,090
| -31% | -$124K | 0.01% | 634 |
|
|
2024
Q1 | $426K | Sell |
3,516
-9
| -0.3% | -$1.09K | 0.01% | 560 |
|
|
2023
Q4 | $388K | Sell |
3,525
-32
| -0.9% | -$3.53K | 0.01% | 580 |
|
|
2023
Q3 | $356K | Hold |
3,557
| – | – | 0.01% | 556 |
|
|
2023
Q2 | $389K | Sell |
3,557
-724
| -17% | -$79.1K | 0.01% | 555 |
|
|
2023
Q1 | $447K | Buy |
4,281
+1,158
| +37% | +$121K | 0.02% | 518 |
|
|
2022
Q4 | $337K | Buy |
3,123
+354
| +13% | +$38.2K | 0.02% | 435 |
|
|
2022
Q3 | $286K | Sell |
2,769
-1,802
| -39% | -$186K | 0.02% | 453 |
|
|
2022
Q2 | $475K | Sell |
4,571
-2,502
| -35% | -$260K | 0.02% | 489 |
|
|
2022
Q1 | $912K | Sell |
7,073
-109
| -2% | -$14.1K | 0.02% | 408 |
|
|
2021
Q4 | $1M | Sell |
7,182
-2,583
| -26% | -$361K | 0.02% | 468 |
|
|
2021
Q3 | $1.34M | Sell |
9,765
-14,820
| -60% | -$2.03M | 0.04% | 350 |
|
|
2021
Q2 | $3.75M | Buy |
24,585
+16,545
| +206% | +$2.52M | 0.1% | 192 |
|
|
2021
Q1 | $873K | Buy |
+8,040
| New | +$873K | 0.02% | 488 |
|