Vista Capital Partners’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 | $637K | Hold |
4,993
| – | – | 0.07% | 56 |
|
2025
Q1 | $554K | Hold |
4,993
| – | – | 0.07% | 52 |
|
2024
Q4 | $651K | Sell |
4,993
-45
| -0.9% | -$5.87K | 0.08% | 48 |
|
2024
Q3 | $621K | Hold |
5,038
| – | – | 0.07% | 53 |
|
2024
Q2 | $574K | Hold |
5,038
| – | – | 0.07% | 48 |
|
2024
Q1 | $611K | Hold |
5,038
| – | – | 0.08% | 41 |
|
2023
Q4 | $585K | Hold |
5,038
| – | – | 0.08% | 41 |
|
2023
Q3 | $504K | Hold |
5,038
| – | – | 0.08% | 43 |
|
2023
Q2 | $551K | Hold |
5,038
| – | – | 0.08% | 44 |
|
2023
Q1 | $527K | Hold |
5,038
| – | – | 0.08% | 44 |
|
2022
Q4 | $543K | Hold |
5,038
| – | – | 0.08% | 41 |
|
2022
Q3 | $521K | Hold |
5,038
| – | – | 0.09% | 35 |
|
2022
Q2 | $524K | Hold |
5,038
| – | – | 0.09% | 36 |
|
2022
Q1 | $649K | Hold |
5,038
| – | – | 0.08% | 35 |
|
2021
Q4 | $704K | Hold |
5,038
| – | – | 0.09% | 34 |
|
2021
Q3 | $727K | Hold |
5,038
| – | – | 0.1% | 33 |
|
2021
Q2 | $769K | Sell |
5,038
-70
| -1% | -$10.7K | 0.11% | 31 |
|
2021
Q1 | $751K | Sell |
5,108
-153
| -3% | -$22.5K | 0.12% | 30 |
|
2020
Q4 | $624K | Sell |
5,261
-404
| -7% | -$47.9K | 0.1% | 33 |
|
2020
Q3 | $513K | Sell |
5,665
-85
| -1% | -$7.7K | 0.09% | 36 |
|
2020
Q2 | $502K | Hold |
5,750
| – | – | 0.1% | 35 |
|
2020
Q1 | $385K | Hold |
5,750
| – | – | 0.09% | 37 |
|
2019
Q4 | $572K | Hold |
5,750
| – | – | 0.11% | 36 |
|
2019
Q3 | $507K | Sell |
5,750
-233
| -4% | -$20.5K | 0.1% | 37 |
|
2019
Q2 | $558K | Hold |
5,983
| – | – | 0.11% | 38 |
|
2019
Q1 | $554K | Hold |
5,983
| – | – | 0.11% | 31 |
|
2018
Q4 | $493K | Sell |
5,983
-83
| -1% | -$6.84K | 0.12% | 31 |
|
2018
Q3 | $645K | Hold |
6,066
| – | – | 0.13% | 30 |
|
2018
Q2 | $640K | Sell |
6,066
-114
| -2% | -$12K | 0.14% | 26 |
|
2018
Q1 | $594K | Sell |
6,180
-100
| -2% | -$9.61K | 0.14% | 24 |
|
2017
Q4 | $601K | Hold |
6,280
| – | – | 0.14% | 26 |
|
2017
Q3 | $593K | Hold |
6,280
| – | – | 0.14% | 23 |
|
2017
Q2 | $558K | Hold |
6,280
| – | – | 0.14% | 23 |
|
2017
Q1 | $538K | Hold |
6,280
| – | – | 0.14% | 25 |
|
2016
Q4 | $539K | Hold |
6,280
| – | – | 0.15% | 23 |
|
2016
Q3 | $490K | Hold |
6,280
| – | – | 0.14% | 24 |
|
2016
Q2 | $444K | Hold |
6,280
| – | – | 0.13% | 18 |
|
2016
Q1 | $427K | Hold |
6,280
| – | – | 0.13% | 19 |
|
2015
Q4 | $453K | Hold |
6,280
| – | – | 0.14% | 18 |
|
2015
Q3 | $438K | Hold |
6,280
| – | – | 0.15% | 19 |
|
2015
Q2 | $512K | Hold |
6,280
| – | – | 0.16% | 18 |
|
2015
Q1 | $497K | Hold |
6,280
| – | – | 0.15% | 19 |
|
2014
Q4 | $483K | Hold |
6,280
| – | – | 0.15% | 17 |
|
2014
Q3 | $437K | Hold |
6,280
| – | – | 0.14% | 21 |
|
2014
Q2 | $478K | Hold |
6,280
| – | – | 0.15% | 20 |
|
2014
Q1 | $485K | Buy |
6,280
+400
| +7% | +$30.9K | 0.17% | 20 |
|
2013
Q4 | $442K | Sell |
5,880
-350
| -6% | -$26.3K | 0.16% | 21 |
|
2013
Q3 | $427K | Hold |
6,230
| – | – | 0.16% | 21 |
|
2013
Q2 | $385K | Buy |
+6,230
| New | +$385K | 0.15% | 22 |
|