WealthShield 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 | $3.84M | Buy |
30,111
+690
| +2% | +$88.1K | 0.46% | 58 |
|
|
2025
Q1 | $3.26M | Buy |
29,421
+168
| +0.6% | +$18.6K | 0.42% | 67 |
|
|
2024
Q4 | $3.81M | Sell |
29,253
-738
| -2% | -$96.2K | 0.54% | 50 |
|
|
2024
Q3 | $3.7M | Sell |
29,991
-843
| -3% | -$104K | 0.5% | 56 |
|
|
2024
Q2 | $3.52M | Buy |
30,834
+416
| +1% | +$47.4K | 0.54% | 49 |
|
|
2024
Q1 | $3.69M | Sell |
30,418
-6,108
| -17% | -$740K | 0.6% | 40 |
|
|
2023
Q4 | $4.24M | Buy |
36,526
+1,266
| +4% | +$147K | 0.7% | 36 |
|
|
2023
Q3 | $3.54M | Sell |
35,260
-508
| -1% | -$51.1K | 0.53% | 47 |
|
|
2023
Q2 | $3.91M | Buy |
35,768
+4,207
| +13% | +$460K | 0.59% | 47 |
|
|
2023
Q1 | $3.3M | Buy |
31,561
+72
| +0.2% | +$7.53K | 0.53% | 48 |
|
|
2022
Q4 | $3.4M | Buy |
31,489
+1,337
| +4% | +$144K | 0.65% | 33 |
|
|
2022
Q3 | $3.12M | Buy |
30,152
+136
| +0.5% | +$14.1K | 0.62% | 36 |
|
|
2022
Q2 | $3.12M | Buy |
30,016
+3,482
| +13% | +$362K | 0.62% | 37 |
|
|
2022
Q1 | $3.42M | Buy |
+26,534
| New | +$3.42M | 0.55% | 43 |
|