A detailed history of Wealthsource Partners, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,384 shares of IWC stock, worth $328,896. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,384
Previous 2,380 0.17%
Holding current value
$328,896
Previous $238,000 15.97%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$90.78 - $118.63 $363 - $474
4 Added 0.17%
2,384 $276,000
Q3 2023

Nov 09, 2023

SELL
$99.15 - $115.3 $23,201 - $26,980
-234 Reduced 8.95%
2,380 $238,000
Q2 2023

Aug 14, 2023

BUY
$99.62 - $112.59 $99 - $112
1 Added 0.04%
2,614 $285,000
Q1 2023

May 15, 2023

BUY
$100.59 - $121.88 $100 - $121
1 Added 0.04%
2,613 $273,000
Q4 2022

Feb 09, 2023

BUY
$103.28 - $114.29 $516 - $571
5 Added 0.19%
2,612 $281,000
Q2 2022

Aug 10, 2022

SELL
$103.11 - $130.99 $272,932 - $346,730
-2,647 Reduced 50.38%
2,607 $271,000
Q1 2022

May 09, 2022

BUY
$119.81 - $142.34 $345,292 - $410,223
2,882 Added 121.5%
5,254 $677,000
Q4 2021

Feb 14, 2022

BUY
$134.03 - $156.72 $402 - $470
3 Added 0.13%
2,372 $331,000
Q2 2021

Nov 18, 2021

BUY
$136.95 - $157.3 $136 - $157
1 Added 0.04%
2,369 $361,000
Q1 2021

Jun 21, 2021

BUY
$117.96 - $158.51 $279,329 - $375,351
2,368 New
2,368 $348,000

Others Institutions Holding IWC

About RUSSELL MICRO CAP ETF


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