Stifel Financial’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 | – | Sell |
-20,068
| Closed | -$2.23M | – | 3532 |
|
|
2025
Q1 | $2.23M | Sell |
20,068
-5,739
| -22% | -$637K | ﹤0.01% | 1690 |
|
|
2024
Q4 | $3.37M | Buy |
25,807
+4,472
| +21% | +$583K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $2.63M | Buy |
21,335
+6,217
| +41% | +$767K | ﹤0.01% | 1599 |
|
|
2024
Q2 | $1.72M | Buy |
15,118
+513
| +4% | +$58.5K | ﹤0.01% | 1823 |
|
|
2024
Q1 | $1.77M | Sell |
14,605
-320
| -2% | -$38.8K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $1.73M | Buy |
14,925
+524
| +4% | +$60.8K | ﹤0.01% | 1774 |
|
|
2023
Q3 | $1.44M | Buy |
14,401
+220
| +2% | +$22K | ﹤0.01% | 1804 |
|
|
2023
Q2 | $1.55M | Buy |
14,181
+251
| +2% | +$27.4K | ﹤0.01% | 1795 |
|
|
2023
Q1 | $1.46M | Sell |
13,930
-361
| -3% | -$37.7K | ﹤0.01% | 1774 |
|
|
2022
Q4 | $1.54M | Buy |
14,291
+375
| +3% | +$40.5K | ﹤0.01% | 1710 |
|
|
2022
Q3 | $1.44M | Sell |
13,916
-278
| -2% | -$28.7K | ﹤0.01% | 1691 |
|
|
2022
Q2 | $1.48M | Buy |
14,194
+245
| +2% | +$25.5K | ﹤0.01% | 1711 |
|
|
2022
Q1 | $1.8M | Buy |
13,949
+300
| +2% | +$38.7K | ﹤0.01% | 1691 |
|
|
2021
Q4 | $1.91M | Sell |
13,649
-3,462
| -20% | -$484K | ﹤0.01% | 1653 |
|
|
2021
Q3 | $2.47M | Buy |
17,111
+3,369
| +25% | +$486K | ﹤0.01% | 1440 |
|
|
2021
Q2 | $2.1M | Buy |
+13,742
| New | +$2.1M | ﹤0.01% | 1576 |
|
|
2020
Q1 | – | Sell |
-2,456
| Closed | -$242K | – | 2957 |
|
|
2019
Q4 | $242K | Buy |
+2,456
| New | +$242K | ﹤0.01% | 2653 |
|
|
2019
Q3 | – | Sell |
-6,361
| Closed | -$592K | – | 2913 |
|
|
2019
Q2 | $592K | Buy |
+6,361
| New | +$592K | ﹤0.01% | 2127 |
|