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LVZ Inc’s iShares Micro-Cap ETF IWC Stock Holding History

LVZ Inc’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 		$1.54M Buy
+7,694
New +$1.41M 0.16% 43
2026
Q1 		– Sell
-10,687
Closed -$1.69M – 173
2025
Q4 		$1.69M Sell
10,687
-3,400
-24% -$529K 0.19% 40
2025
Q3 		$2.1M Sell
14,087
-550
-4% -$76.3K 0.24% 31
2025
Q2 		$1.87M Buy
+14,637
New +$1.69M 0.22% 35
2025
Q1 		– Sell
-14,840
Closed -$1.93M – 156
2024
Q4 		$1.93M Sell
14,840
-2,018
-12% -$263K 0.25% 30
2024
Q3 		$2.08M Buy
+16,858
New +$2.04M 0.27% 29
2024
Q1 		– Sell
-18,849
Closed -$2.19M – 156
2023
Q4 		$2.19M Buy
+18,849
New +$1.91M 0.31% 32
2023
Q3 		– Sell
-22,726
Closed -$2.48M – 141
2023
Q2 		$2.48M Buy
+22,726
New +$2.39M 0.35% 31
2022
Q2 		– Sell
-25,217
Closed -$3.25M – 113
2022
Q1 		$3.25M Sell
25,217
-637
-2% -$81.8K 0.45% 22
2021
Q4 		$3.61M Buy
+25,854
New +$3.75M 0.48% 20
2021
Q3 		– Sell
-24,255
Closed -$3.7M – 107
2021
Q2 		$3.7M Buy
24,255
+2,077
+9% +$308K 0.54% 18
2021
Q1 		$3.26M Sell
22,178
-4,061
-15% -$580K 0.5% 18
2020
Q4 		$3.11M Buy
+26,239
New +$2.77M 0.52% 18
2020
Q3 		– Sell
-25,125
Closed -$2.19M – 90
2020
Q2 		$2.19M Buy
+25,125
New +$1.96M 0.49% 18
2020
Q1 		– Sell
-20,068
Closed -$2M – 80
2019
Q4 		$2M Buy
+20,068
New +$1.86M 0.39% 16
2018
Q3 		– Sell
-5,643
Closed -$596K – 79
2018
Q2 		$596K Buy
+5,643
New +$577K 0.15% 39
2015
Q1 		– Sell
-4,540
Closed -$349K – 43
2014
Q4 		$349K Sell
4,540
-318
-7% -$23.1K 0.26% 20
2014
Q3 		$338K Buy
4,858
+1,594
+49% +$116K 0.25% 22
2014
Q2 		$248K Buy
+3,264
New +$239K 0.18% 22

Other funds holding IWC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVZ Inc's IWC Position: Q2 2026 in Review

LVZ Inc opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 7,694 shares worth $1.54M. The stake represents 0.16% of the portfolio and ranks #43 among its holdings. This is a return to the name: LVZ Inc previously reported a position in IWC as recently as Q4 2025.

LVZ Inc first reported a position in IWC in Q2 2014 and has held it in 19 quarters since. The position peaked at $3.7M in Q2 2021. 32 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • LVZ Inc held 7,694 shares of iShares Micro-Cap ETF worth $1.54M as of Q2 2026.
  • iShares Micro-Cap ETF was a new LVZ Inc position in Q2 2026.
  • iShares Micro-Cap ETF made up 0.16% of LVZ Inc's portfolio in Q2 2026, its #43 holding.
  • LVZ Inc first reported a position in iShares Micro-Cap ETF in Q2 2014 and has held it in 19 quarters since.
  • LVZ Inc's iShares Micro-Cap ETF position peaked at $3.7M in Q2 2021.
  • 32 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.