A detailed history of Bromfield Sneider Wealth Advisors transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 4,060 shares of IWC stock, worth $527,028. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,060
Previous 3,160 28.48%
Holding current value
$527,028
Previous $366,000 34.43%
% of portfolio
0.31%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$109.23 - $121.19 $98,307 - $109,071
900 Added 28.48%
4,060 $492,000
Q4 2023

Jan 05, 2024

BUY
$90.78 - $118.63 $16,794 - $21,946
185 Added 6.22%
3,160 $366,000
Q3 2023

Oct 04, 2023

BUY
$99.15 - $115.3 $6,940 - $8,071
70 Added 2.41%
2,975 $297,000
Q2 2023

Jul 17, 2023

BUY
$99.62 - $112.59 $298 - $337
3 Added 0.1%
2,905 $317,000
Q1 2023

Apr 06, 2023

BUY
$100.59 - $121.88 $8,952 - $10,847
89 Added 3.16%
2,902 $303,000
Q4 2022

Jan 09, 2023

BUY
$103.28 - $114.29 $1,136 - $1,257
11 Added 0.39%
2,813 $0
Q3 2022

Oct 07, 2022

BUY
$101.64 - $126.54 $58,443 - $72,760
575 Added 25.82%
2,802 $290,000
Q2 2022

Jul 06, 2022

BUY
$103.11 - $130.99 $52,586 - $66,804
510 Added 29.7%
2,227 $232,000
Q1 2022

Apr 12, 2022

BUY
$119.81 - $142.34 $119 - $142
1 Added 0.06%
1,717 $221,000
Q4 2021

Jan 14, 2022

BUY
$134.03 - $156.72 $229,995 - $268,931
1,716 New
1,716 $240,000

Others Institutions Holding IWC

About RUSSELL MICRO CAP ETF


  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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