Wilson & Boucher Capital Management, LLC IWC Holdings History
Wilson & Boucher Capital Management, LLC's iShares Micro-Cap ETF Holding Summary
As of 2025-06-30, Wilson & Boucher Capital Management, LLC held 1,735.00 shares of iShares Micro-Cap ETF(IWC), totaling $221,490.00. This investment constitutes 0.16% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0.03% of the outstanding iShares Micro-Cap ETF(IWC) stock.
The initial trade took place in 2021Q4. And since then Wilson & Boucher Capital Management, LLC has made 3 purchases of IWC, at an average price of $130.65, for a total of 4,470.00 shares. In addition, there have been 2 sales at an average price of $122.51 for 2,735.00 shares. Based on historical transaction data and IWC's current price of $137.46, Wilson & Boucher Capital Management, LLC's estimated gain on his IWC holdings is $-10,463.20, reflecting a -1.79% gain to date.
Wilson & Boucher Capital Management, LLC IWC ($137.46) Holding Chart
Wilson & Boucher Capital Management, LLC IWC ($137.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
