Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-884
| Closed | -$92.4K | – | 339 |
|
|
2023
Q1 | $92.4K | Hold |
884
| – | – | 0.04% | 94 |
|
|
2022
Q4 | $95.3K | Sell |
884
-174
| -16% | -$18.8K | 0.04% | 97 |
|
|
2022
Q3 | $109K | Hold |
1,058
| – | – | 0.06% | 83 |
|
|
2022
Q2 | $110K | Hold |
1,058
| – | – | 0.04% | 96 |
|
|
2022
Q1 | $136K | Hold |
1,058
| – | – | 0.15% | 76 |
|
|
2021
Q4 | $148K | Hold |
1,058
| – | – | 0.11% | 77 |
|
|
2021
Q3 | $153K | Hold |
1,058
| – | – | 0.12% | 76 |
|
|
2021
Q2 | $161K | Hold |
1,058
| – | – | 0.14% | 67 |
|
|
2021
Q1 | $155K | Hold |
1,058
| – | – | 0.16% | 66 |
|
|
2020
Q4 | $126K | Buy |
+1,058
| New | +$126K | 0.12% | 75 |
|