Toth Financial Advisory’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
Q3 | – | Sell |
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|
2024
Q2 | $135K | Hold |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $5K | Hold |
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|
2023
Q2 | $5.46K | Hold |
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|
2023
Q1 | $5.23K | Hold |
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|
2022
Q4 | $5.39K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.34M | Buy |
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|
2018
Q2 | $2.1M | Buy |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | $1.6M | Buy |
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|
2017
Q3 | $1.54M | Buy |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.27M | Buy |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $822K | Buy |
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|
2016
Q2 | $690K | Hold |
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|
2016
Q1 | $662K | Sell |
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|
2015
Q4 | $3.81M | Sell |
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|
2015
Q3 | $3.92M | Buy |
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|
2015
Q2 | $4.59M | Buy |
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|
2015
Q1 | $3.96M | Buy |
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|
2014
Q4 | $3.4M | Sell |
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|
2014
Q3 | $3.13M | Sell |
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|
2014
Q2 | $3.57M | Sell |
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|
2014
Q1 | $3.98M | Buy |
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|
2013
Q4 | $3.77M | Buy |
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|
2013
Q3 | $3.34M | Buy |
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|
2013
Q2 | $2.94M | Buy |
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