Wilson & Boucher Capital Management’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 | $221K | Buy |
+1,735
| New | +$221K | 0.15% | 106 |
|
|
2025
Q1 | – | Sell |
-2,135
| Closed | -$278K | – | 111 |
|
|
2024
Q4 | $278K | Hold |
2,135
| – | – | 0.2% | 98 |
|
|
2024
Q3 | $263K | Buy |
2,135
+10
| +0.5% | +$1.23K | 0.18% | 102 |
|
|
2024
Q2 | $242K | Buy |
2,125
+400
| +23% | +$45.6K | 0.19% | 102 |
|
|
2024
Q1 | $209K | Sell |
1,725
-600
| -26% | -$72.7K | 0.16% | 107 |
|
|
2023
Q4 | $270K | Hold |
2,325
| – | – | 0.23% | 90 |
|
|
2023
Q3 | $233K | Hold |
2,325
| – | – | 0.22% | 95 |
|
|
2023
Q2 | $254K | Hold |
2,325
| – | – | 0.23% | 92 |
|
|
2023
Q1 | $243K | Hold |
2,325
| – | – | 0.23% | 92 |
|
|
2022
Q4 | $251K | Hold |
2,325
| – | – | 0.26% | 83 |
|
|
2022
Q3 | $240K | Hold |
2,325
| – | – | 0.28% | 79 |
|
|
2022
Q2 | $242K | Hold |
2,325
| – | – | 0.27% | 86 |
|
|
2022
Q1 | $300K | Hold |
2,325
| – | – | 0.27% | 84 |
|
|
2021
Q4 | $325K | Buy |
+2,325
| New | +$325K | 0.29% | 84 |
|