JPLA
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Joseph P. Lucia & Associates’s iShares Micro-Cap ETF IWC Stock Holding History

Joseph P. Lucia & Associates’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Hold
1,865
– – 0.11% 133
2026
Q1 		$298K Hold
1,865
– – 0.11% 134
2025
Q4 		$294K Hold
1,865
– – 0.11% 132
2025
Q3 		$278K Hold
1,865
– – 0.1% 130
2025
Q2 		$238K Sell
1,865
-273
-13% -$31.6K 0.1% 133
2025
Q1 		$237K Hold
2,138
– – 0.11% 121
2024
Q4 		$279K Hold
2,138
– – 0.12% 108
2024
Q3 		$264K Hold
2,138
– – 0.12% 106
2024
Q2 		$244K Hold
2,138
– – 0.12% 104
2024
Q1 		$259K Hold
2,138
– – 0.14% 100
2023
Q4 		$248K Hold
2,138
– – 0.15% 98
2023
Q3 		$214K Hold
2,138
– – 0.15% 99
2023
Q2 		$234K Buy
2,138
+138
+7% +$14.5K 0.16% 99
2023
Q1 		$209K Hold
2,000
– – 0.15% 111
2022
Q4 		$216K Hold
2,000
– – 0.16% 104
2022
Q3 		$207K Buy
2,000
+135
+7% +$15.3K 0.16% 104
2022
Q2 		$194K Hold
1,865
– – 0.14% 104
2022
Q1 		$240K Hold
1,865
– – 0.15% 104
2021
Q4 		$261K Hold
1,865
– – 0.17% 106
2021
Q3 		$269K Hold
1,865
– – 0.16% 110
2021
Q2 		$285K Hold
1,865
– – 0.17% 108
2021
Q1 		$274K Hold
1,865
– – 0.12% 102
2020
Q4 		$221K Buy
+1,865
New +$197K 0.15% 98
2020
Q3 		– Sell
-2,040
Closed -$178K – 264
2020
Q2 		$178K Sell
2,040
-923
-31% -$72.1K 0.16% 91
2020
Q1 		$199K Hold
2,963
– – 0.22% 81
2019
Q4 		$295K Buy
2,963
+330
+13% +$30.5K 0.27% 75
2019
Q3 		$232K Buy
2,633
+690
+36% +$62K 0.24% 81
2019
Q2 		$181K Buy
1,943
+818
+73% +$75.8K 0.19% 89
2019
Q1 		$107K Buy
+1,125
New +$104K 0.18% 81

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Joseph P. Lucia & Associates's IWC Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 1,865 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #133.

Joseph P. Lucia & Associates first reported a position in IWC in Q1 2019 and has held it in 29 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Joseph P. Lucia & Associates held 1,865 shares of iShares Micro-Cap ETF worth $373K as of Q2 2026.
  • Joseph P. Lucia & Associates left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.11% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #133 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares Micro-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.