Davies Financial Advisors, Inc. Russell Micro Cap ETF Transaction History

Davies Financial Advisors, Inc.

  • $123 Billion
  • Q3 2025

A detailed history of Davies Financial Advisors, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 5,524 shares of IWC stock, worth $820,093. This represents 0.67% of its overall portfolio holdings.

Number of Shares
5,524
Previous 5,816 5.02%
Holding current value
$820,093
Previous $742 Million 10.93%
% of portfolio
0.67%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$127.86 - $151.39 $37,335 - $44,205
-292 Reduced 5.02%
5,524 $824 Million
Q2 2025

Aug 08, 2025
SELL
$97.43 - $127.66 $325,221 - $426,129
-3,338 Reduced 36.46%
5,816 $742 Million
Q1 2025

Apr 21, 2025
BUY
$110.91 - $133.46 $79,078 - $95,156
713 Added 8.45%
9,154 $1.02 Billion
Q4 2024

Jan 16, 2025
BUY
$120.3 - $138.84 $432,598 - $499,268
3,596 Added 74.22%
8,441 $1.1 Billion
Q3 2024

Oct 09, 2024
BUY
$112.21 - $129.46 $543,657 - $627,233
4,845 New
4,845 $597 Million

Others Institutions Holding IWC

# of Institutions
258
Shares Held
4.22M
Call Options Held
17.5K
Put Options Held
6.5K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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