Spire 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
2026 Q1	$337K	Hold	2,109	–	–	0.01%	633
2025 Q4	$333K	Sell	2,109 -1,191	-36%	-$185K	0.01%	648
2025 Q3	$492K	Sell	3,300 -138	-4%	-$19.1K	0.02%	531
2025 Q2	$439K	Sell	3,438 -5	-0.1%	-$578	0.02%	543
2025 Q1	$382K	Sell	3,443 -1	-0%	-$125	0.01%	650
2024 Q4	$449K	Sell	3,444 -48	-1%	-$6.25K	0.01%	577
2024 Q3	$431K	Buy	3,492 +1,066	+44%	+$129K	0.01%	557
2024 Q2	$277K	Sell	2,426 -1,090	-31%	-$126K	0.01%	634
2024 Q1	$426K	Sell	3,516 -9	-0.3%	-$1.03K	0.01%	560
2023 Q4	$388K	Sell	3,525 -32	-0.9%	-$3.25K	0.01%	580
2023 Q3	$356K	Hold	3,557	–	–	0.01%	556
2023 Q2	$389K	Sell	3,557 -724	-17%	-$76K	0.01%	555
2023 Q1	$447K	Buy	4,281 +1,158	+37%	+$130K	0.02%	518
2022 Q4	$337K	Buy	3,123 +354	+13%	+$38.6K	0.02%	435
2022 Q3	$286K	Sell	2,769 -1,802	-39%	-$205K	0.02%	453
2022 Q2	$475K	Sell	4,571 -2,502	-35%	-$288K	0.02%	489
2022 Q1	$912K	Sell	7,073 -109	-2%	-$14K	0.02%	408
2021 Q4	$1M	Sell	7,182 -2,583	-26%	-$375K	0.02%	468
2021 Q3	$1.34M	Sell	9,765 -14,820	-60%	-$2.15M	0.04%	350
2021 Q2	$3.75M	Buy	24,585 +16,545	+206%	+$2.45M	0.1%	192
2021 Q1	$873K	Buy	+8,040	New	+$1.15M	0.02%	488