Spire Wealth Management Russell Micro Cap ETF Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Spire Wealth Management holds 3,492 shares of IWC stock, worth $432,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,492

Previous 2,426 43.94%

Holding current value

$432,938

Previous $276,000 55.8%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$112.21 - $129.46 $119,615 - $138,004	1,066 Added 43.94%	3,492 $430,000
Q2 2024 Jul 31, 2024	SELL	$109.35 - $119.81 $119,191 - $130,592	-1,090 Reduced 31.0%	2,426 $276,000
Q1 2024 Apr 24, 2024	SELL	$109.23 - $121.19 $983 - $1,090	-9 Reduced 0.26%	3,516 $426,000
Q4 2023 Feb 06, 2024	SELL	$90.78 - $118.63 $2,904 - $3,796	-32 Reduced 0.9%	3,525 $409,000
Q2 2023 Aug 09, 2023	SELL	$99.62 - $112.59 $72,124 - $81,515	-724 Reduced 16.91%	3,557 $388,000
Q1 2023 May 09, 2023	BUY	$100.59 - $121.88 $116,483 - $141,137	1,158 Added 37.08%	4,281 $447,000
Q4 2022 Feb 03, 2023	BUY	$103.28 - $114.29 $36,561 - $40,458	354 Added 12.78%	3,123 $337,000
Q3 2022 Nov 07, 2022	SELL	$101.64 - $126.54 $183,155 - $228,025	-1,802 Reduced 39.42%	2,769 $286,000
Q2 2022 Jul 22, 2022	SELL	$103.11 - $130.99 $257,981 - $327,736	-2,502 Reduced 35.37%	4,571 $475,000
Q1 2022 Apr 18, 2022	SELL	$119.81 - $142.34 $13,059 - $15,515	-109 Reduced 1.52%	7,073 $912,000
Q4 2021 Jan 14, 2022	SELL	$134.03 - $156.72 $346,199 - $404,807	-2,583 Reduced 26.45%	7,182 $1 Million
Q3 2021 Oct 22, 2021	SELL	$136.87 - $153.98 $2.03 Million - $2.28 Million	-14,820 Reduced 60.28%	9,765 $1.34 Million
Q2 2021 Jul 26, 2021	BUY	$136.95 - $157.3 $2.27 Million - $2.6 Million	16,545 Added 205.78%	24,585 $3.75 Million
Q1 2021 May 21, 2021	BUY	$117.96 - $158.51 $948,398 - $1.27 Million	8,040 New	8,040 $873,000

Others Institutions Holding IWC

# of Institutions

223

Shares Held

4.12M

Call Options Held

5.4K

Put Options Held

2.3K

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

More about IWC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Russell Micro Cap ETF Transaction History