Wealth Enhancement Advisory Services’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 | $850K | Sell |
6,383
-3
| -0% | -$399 | ﹤0.01% | 1845 |
|
2025
Q1 | $708K | Buy |
6,386
+1,946
| +44% | +$216K | ﹤0.01% | 1805 |
|
2024
Q4 | $579K | Sell |
4,440
-317
| -7% | -$41.3K | ﹤0.01% | 1868 |
|
2024
Q3 | $587K | Buy |
4,757
+173
| +4% | +$21.3K | ﹤0.01% | 1707 |
|
2024
Q2 | $523K | Buy |
4,584
+499
| +12% | +$56.9K | ﹤0.01% | 1623 |
|
2024
Q1 | $495K | Buy |
4,085
+1
| +0% | +$121 | ﹤0.01% | 1593 |
|
2023
Q4 | $474K | Sell |
4,084
-90
| -2% | -$10.4K | ﹤0.01% | 1537 |
|
2023
Q3 | $418K | Buy |
+4,174
| New | +$418K | ﹤0.01% | 1536 |
|