Joseph P. Lucia & Associates, LLC Russell Micro Cap ETF Transaction History

Joseph P. Lucia & Associates, LLC

  • $202 Million
  • Q2 2025

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 1,865 shares of IWC stock, worth $245,751. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,865
Previous 2,138 12.77%
Holding current value
$245,751
Previous $237,000 0.42%
% of portfolio
0.12%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$97.43 - $127.66 $26,598 - $34,851
-273 Reduced 12.77%
1,865 $238,000
Q2 2023

Jul 21, 2023
BUY
$99.62 - $112.59 $13,747 - $15,537
138 Added 6.9%
2,138 $233,000
Q3 2022

Oct 28, 2022
BUY
$101.64 - $126.54 $13,721 - $17,082
135 Added 7.24%
2,000 $207,000
Q4 2020

Jan 29, 2021
BUY
$91.79 - $121.66 $171,188 - $226,895
1,865 New
1,865 $221,000
Q3 2020

Oct 20, 2020
SELL
$83.76 - $96.86 $170,870 - $197,594
-2,040 Closed
0 $0
Q2 2020

Jul 10, 2020
SELL
$60.8 - $91.7 $56,118 - $84,639
-923 Reduced 31.15%
2,040 $178,000
Q4 2019

Jan 23, 2020
BUY
$85.32 - $100.3 $28,155 - $33,099
330 Added 12.53%
2,963 $295,000
Q3 2019

Oct 15, 2019
BUY
$84.33 - $93.69 $58,187 - $64,646
690 Added 35.51%
2,633 $232,000
Q2 2019

Jul 23, 2019
SELL
$88.17 - $96.98 $9.28 Million - $10.2 Million
-105,210 Reduced 98.19%
1,943 $181,000
Q1 2019

May 02, 2019
BUY
$82.53 - $97.19 $8.84 Million - $10.4 Million
107,153 New
107,153 $1.13 Million

Others Institutions Holding IWC

# of Institutions
233
Shares Held
3.95M
Call Options Held
9.2K
Put Options Held
3.6K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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