Steward Partners Investment Advisory’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	$561K	Buy	3,516 +3,109	+764%	+$516K	﹤0.01%	1456
2025 Q4	$64.2K	Sell	407 -1,323	-76%	-$206K	﹤0.01%	2543
2025 Q3	$258K	Buy	1,730 +1,729	+172,900%	+$240K	﹤0.01%	1733
2025 Q2	$153	Sell	1 -1,593	-100%	-$184K	﹤0.01%	4029
2025 Q1	$177K	Sell	1,594 -139	-8%	-$17.3K	﹤0.01%	1712
2024 Q4	$226K	Buy	1,733 +1,636	+1,687%	+$213K	﹤0.01%	1538
2024 Q3	$12K	Buy	+97	New	+$11.7K	﹤0.01%	2881
2024 Q2	–	Sell	-3	Closed	-$364	–	3661
2024 Q1	$364	Hold	3	–	–	﹤0.01%	3451
2023 Q4	$348	Hold	3	–	–	﹤0.01%	3384
2023 Q3	$300	Buy	+3	New	+$324	﹤0.01%	3279
2022 Q4	–	Sell	-434	Closed	-$45K	–	3420
2022 Q3	$45K	Buy	434 +327	+306%	+$37.1K	﹤0.01%	1838
2022 Q2	$11K	Buy	+107	New	+$12.3K	﹤0.01%	2488
2021 Q3	–	Sell	-7	Closed	-$1K	–	3245
2021 Q2	$1K	Buy	+7	New	+$1.04K	﹤0.01%	6969
2021 Q1	–	Sell	-25	Closed	-$3K	–	3455
2020 Q4	$3K	Buy	25 +5	+25%	+$528	﹤0.01%	2633
2020 Q3	$2K	Buy	+20	New	+$1.82K	﹤0.01%	2578