Joseph P. Lucia & Associates’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $278K | Hold |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $194K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $261K | Hold |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $178K | Sell |
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|
2020
Q1 | $199K | Hold |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $232K | Buy |
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|
2019
Q2 | $181K | Sell |
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|
2019
Q1 | $1.13K | Buy |
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