Joseph P. Lucia & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Joseph P. Lucia & Associates’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-944	Closed	-$209K	–	146
2024 Q4	$209K	Buy	+944	New	+$215K	0.09%	132
2022 Q3	–	Sell	-105	Closed	-$18K	–	270
2022 Q2	$18K	Hold	105	–	–	0.01%	258
2022 Q1	$22K	Buy	+105	New	+$21.4K	0.01%	254
2021 Q4	–	Sell	-105	Closed	-$23K	–	338
2021 Q3	$23K	Sell	105 -19	-15%	-$4.21K	0.01%	290
2021 Q2	$28K	Hold	124	–	–	0.02%	277
2021 Q1	$27K	Hold	124	–	–	0.01%	265
2020 Q4	$24K	Buy	+124	New	+$21.7K	0.02%	255
2020 Q3	–	Sell	-109	Closed	-$16K	–	267
2020 Q2	$16K	Hold	109	–	–	0.01%	261
2020 Q1	$12K	Hold	109	–	–	0.01%	270
2019 Q4	$18K	Hold	109	–	–	0.02%	254
2019 Q3	$16K	Hold	109	–	–	0.02%	267
2019 Q2	$17K	Sell	109 -95	-47%	-$14.6K	0.02%	258
2019 Q1	$32.1K	Buy	+204	New	+$30.7K	0.06%	140

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joseph P. Lucia & Associates's IWM Position: Q1 2025 in Review

Joseph P. Lucia & Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 944 shares — an estimated $209K sold.

Joseph P. Lucia & Associates first reported a position in IWM in Q1 2019 and held it in 13 quarters. The position peaked at $209K in Q4 2024. 2,366 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Joseph P. Lucia & Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Joseph P. Lucia & Associates sold 944 iShares Russell 2000 ETF shares in Q1 2025, an estimated $209K.
Joseph P. Lucia & Associates first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 13 quarters.
Joseph P. Lucia & Associates's iShares Russell 2000 ETF position peaked at $209K in Q4 2024.
2,366 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2025, filed 14 May 2025.