Summit Wealth Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Summit Wealth Partners’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$215K	Sell
2021 Q3	$248K	Buy
2021 Q2	–	Sell
2021 Q1	$212K	Buy
2020 Q3	–	Sell
2020 Q2	$1.4M	Sell
2020 Q1	$1.1M	Buy
2019 Q4	$1.42M	Buy