Urban Financial Advisory Corp’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
Q2 | $728K | Sell |
5,704
-2,219
| -28% | -$283K | 0.37% | 13 |
|
|
2025
Q1 | $879K | Buy |
7,923
+419
| +6% | +$46.5K | 0.49% | 11 |
|
|
2024
Q4 | $978K | Buy |
7,504
+22
| +0.3% | +$2.87K | 0.54% | 11 |
|
|
2024
Q3 | $923K | Buy |
7,482
+8
| +0.1% | +$987 | 0.51% | 11 |
|
|
2024
Q2 | $852K | Sell |
7,474
-28
| -0.4% | -$3.19K | 0.52% | 12 |
|
|
2024
Q1 | $909K | Buy |
7,502
+209
| +3% | +$25.3K | 0.56% | 14 |
|
|
2023
Q4 | $846K | Buy |
+7,293
| New | +$846K | 0.64% | 10 |
|