Evermay Wealth Management LLC Russell Micro Cap ETF Transaction History

Evermay Wealth Management LLC

$661 Million
Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 406 shares of IWC stock, worth $45,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares

406

Previous 406 -0.0%

Holding current value

$45,882

Previous $47,000 4.26%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$90.78 - $118.63 $6,808 - $8,897	-75 Reduced 15.59%	406 $47,000
Q3 2023 Nov 13, 2023	SELL	$99.15 - $115.3 $24,589 - $28,594	-248 Reduced 34.02%	481 $48,000
Q4 2021 Feb 14, 2022	SELL	$134.03 - $156.72 $30,960 - $36,202	-231 Reduced 24.06%	729 $102,000
Q2 2021 Aug 13, 2021	BUY	$136.95 - $157.3 $131,472 - $151,008	960 New	960 $146,000
Q1 2020 Apr 24, 2020	SELL	$57.05 - $101.1 $174,230 - $308,759	-3,054 Closed	0 $0

Q4 2019 Feb 11, 2020	BUY	$85.32 - $100.3 $85 - $100	1 Added 0.03%	3,054 $304,000
Q2 2019 Jul 23, 2019	BUY	$88.17 - $96.98 $88 - $96	1 Added 0.03%	3,053 $284,000
Q3 2018 Oct 29, 2018	SELL	$104.28 - $109.91 $32,743 - $34,511	-314 Reduced 9.33%	3,052 $324,000
Q3 2017 Oct 23, 2017	BUY	$91.57 - $94.45 $308,224 - $317,918	3,366	3,366 $318,000

Others Institutions Holding IWC

# of Institutions

223

Shares Held

4.31M

Call Options Held

4.2K

Put Options Held

5.6K

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About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

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Evermay Wealth Management LLC Russell Micro Cap ETF Transaction History