LVZ Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-7,694
| Closed | -$1.54M | – | 177 |
|
|
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
CTA
LVZ Inc's IWC Position: Q3 2026 in Review
LVZ Inc sold out of iShares Micro-Cap ETF (IWC) in Q3 2026, closing a stake of 7,694 shares — an estimated $1.54M sold.
LVZ Inc first reported a position in IWC in Q2 2014 and held it in 19 quarters. The position peaked at $3.7M in Q2 2021. 71 funds tracked by Wall St. Rank hold IWC as of Q3 2026.
- LVZ Inc reported no remaining iShares Micro-Cap ETF position as of Q3 2026 after selling out during the quarter.
- LVZ Inc sold 7,694 iShares Micro-Cap ETF shares in Q3 2026, an estimated $1.54M.
- LVZ Inc first reported a position in iShares Micro-Cap ETF in Q2 2014 and held it in 19 quarters.
- LVZ Inc's iShares Micro-Cap ETF position peaked at $3.7M in Q2 2021.
- 71 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.
Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.