WhitTier Trust Company’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 | $8.3K | Hold |
65
| – | – | ﹤0.01% | 1161 |
|
2025
Q1 | $7.21K | Hold |
65
| – | – | ﹤0.01% | 1141 |
|
2024
Q4 | $8.47K | Hold |
65
| – | – | ﹤0.01% | 1084 |
|
2024
Q3 | $8.02K | Hold |
65
| – | – | ﹤0.01% | 1066 |
|
2024
Q2 | $7.41K | Hold |
65
| – | – | ﹤0.01% | 1029 |
|
2024
Q1 | $7.88K | Hold |
65
| – | – | ﹤0.01% | 977 |
|
2023
Q4 | $7.54K | Hold |
65
| – | – | ﹤0.01% | 975 |
|
2023
Q3 | $6.51K | Hold |
65
| – | – | ﹤0.01% | 962 |
|
2023
Q2 | $7.1K | Hold |
65
| – | – | ﹤0.01% | 996 |
|
2023
Q1 | $6.79K | Hold |
65
| – | – | ﹤0.01% | 998 |
|
2022
Q4 | $7.01K | Hold |
65
| – | – | ﹤0.01% | 990 |
|
2022
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 953 |
|
2022
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 972 |
|
2022
Q1 | $8K | Hold |
65
| – | – | ﹤0.01% | 959 |
|
2021
Q4 | $9K | Hold |
65
| – | – | ﹤0.01% | 923 |
|
2021
Q3 | $9K | Hold |
65
| – | – | ﹤0.01% | 945 |
|
2021
Q2 | $10K | Hold |
65
| – | – | ﹤0.01% | 869 |
|
2021
Q1 | $10K | Hold |
65
| – | – | ﹤0.01% | 855 |
|
2020
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 857 |
|
2020
Q3 | $6K | Sell |
65
-470
| -88% | -$43.4K | ﹤0.01% | 863 |
|
2020
Q2 | $47K | Hold |
535
| – | – | ﹤0.01% | 588 |
|
2020
Q1 | $36K | Hold |
535
| – | – | ﹤0.01% | 606 |
|
2019
Q4 | $53K | Hold |
535
| – | – | ﹤0.01% | 583 |
|
2019
Q3 | $47K | Hold |
535
| – | – | ﹤0.01% | 608 |
|
2019
Q2 | $50K | Hold |
535
| – | – | ﹤0.01% | 585 |
|
2019
Q1 | $50K | Sell |
535
-28
| -5% | -$2.62K | ﹤0.01% | 587 |
|
2018
Q4 | $46K | Buy |
563
+498
| +766% | +$40.7K | ﹤0.01% | 589 |
|
2018
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 844 |
|
2018
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 847 |
|
2018
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 892 |
|
2017
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 852 |
|
2017
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 843 |
|
2017
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 816 |
|
2017
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 825 |
|
2016
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 830 |
|
2016
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 823 |
|
2016
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 828 |
|
2014
Q4 | – | Sell |
-1,500
| Closed | -$104K | – | 898 |
|
2014
Q3 | $104K | Hold |
1,500
| – | – | 0.01% | 430 |
|
2014
Q2 | $114K | Hold |
1,500
| – | – | 0.01% | 425 |
|
2014
Q1 | $116K | Hold |
1,500
| – | – | 0.01% | 418 |
|
2013
Q4 | $113K | Hold |
1,500
| – | – | 0.01% | 414 |
|
2013
Q3 | $103K | Hold |
1,500
| – | – | 0.01% | 408 |
|
2013
Q2 | $93K | Buy |
+1,500
| New | +$93K | 0.01% | 417 |
|