Toth Financial Advisory Corp Russell Micro Cap ETF Transaction History

Toth Financial Advisory Corp

$783 Million
Q1 2024

A detailed history of Toth Financial Advisory Corp transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Toth Financial Advisory Corp holds 1,185 shares of IWC stock, worth $133,916. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,185

Previous 1,185 -0.0%

Holding current value

$133,916

Previous $137,000 4.38%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	BUY	$90.78 - $118.63 $103,035 - $134,645	1,135 Added 2270.0%	1,185 $137,000
Q4 2021 Jan 31, 2022	BUY	$134.03 - $156.72 $6,701 - $7,836	50 New	50 $7,000
Q4 2018 Jan 22, 2019	SELL	$77.77 - $104.35 $1.72 Million - $2.3 Million	-22,053 Closed	0 $0
Q3 2018 Oct 15, 2018	BUY	$104.28 - $109.91 $223,680 - $235,756	2,145 Added 10.77%	22,053 $2.34 Million
Q2 2018 Jul 23, 2018	BUY	$93.79 - $109.42 $150,345 - $175,400	1,603 Added 8.76%	19,908 $2.1 Million

Q1 2018 Apr 25, 2018	BUY	$91.66 - $101.35 $141,339 - $156,281	1,542 Added 9.2%	18,305 $1.76 Million
Q4 2017 Feb 06, 2018	BUY	$91.15 - $96.84 $42,840 - $45,514	470 Added 2.88%	16,763 $1.6 Million
Q3 2017 Oct 11, 2017	BUY	$91.57 - $94.45 $1.49 Million - $1.54 Million	16,293	16,293 $1.54 Million

Others Institutions Holding IWC

# of Institutions

223

Shares Held

4.31M

Call Options Held

4.2K

Put Options Held

5.6K

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 Toth Financial Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Toth Financial Advisory Corp with notifications on news.

Account

Toth Financial Advisory Corp Russell Micro Cap ETF Transaction History