Stratos Wealth Advisors’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
Q1 | – | Sell |
-5,126
| Closed | -$668K | – | 709 |
|
|
2024
Q4 | $668K | Buy |
+5,126
| New | +$668K | 0.03% | 405 |
|
|
2021
Q4 | – | Sell |
-1,499
| Closed | -$216K | – | 561 |
|
|
2021
Q3 | $216K | Sell |
1,499
-404
| -21% | -$58.2K | 0.02% | 479 |
|
|
2021
Q2 | $290K | Buy |
+1,903
| New | +$290K | 0.03% | 449 |
|
|
2019
Q4 | – | Sell |
-8,026
| Closed | -$707K | – | 203 |
|
|
2019
Q3 | $707K | Buy |
8,026
+407
| +5% | +$35.9K | 0.27% | 92 |
|
|
2019
Q2 | $710K | Buy |
7,619
+297
| +4% | +$27.7K | 0.28% | 84 |
|
|
2019
Q1 | $679K | Buy |
+7,322
| New | +$679K | 0.37% | 74 |
|