Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $248K | Sell |
|
|||||
|
2023
Q4 | $319K | Hold |
|
|||||
|
2023
Q3 | $275K | Hold |
|
|||||
|
2023
Q2 | $301K | Hold |
|
|||||
|
2023
Q1 | $287K | Hold |
|
|||||
|
2022
Q4 | $297K | Hold |
|
|||||
|
2022
Q3 | $284K | Hold |
|
|||||
|
2022
Q2 | $286K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $384K | Hold |
|
|||||
|
2021
Q3 | $397K | Hold |
|
|||||
|
2021
Q2 | $420K | Hold |
|
|||||
|
2021
Q1 | $404K | Hold |
|
|||||
|
2020
Q4 | $326K | Hold |
|
|||||
|
2020
Q3 | $249K | Sell |
|
|||||
|
2020
Q2 | $277K | Hold |
|
|||||
|
2020
Q1 | $213K | Hold |
|
|||||
|
2019
Q4 | $316K | Sell |
|
|||||
|
2019
Q3 | $317K | Sell |
|
|||||
|
2019
Q2 | $363K | Buy |
|