Number of Shares
1,735.00
Current Holdings Value*
$221,490.00
% of Portfolio
0.16%
Total Estimate Gain
$-10,463.20
% of Total Estimate Gain
-1.79%

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 %

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