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Discipline Wealth Solutions’s iShares Micro-Cap ETF IWC Stock Holding History

Discipline Wealth Solutions’s Portfolio IWC Stock Details IWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$537K Buy
4,206
+1,460
+53% +$186K 0.21% 57
2025
Q1 		$305K Buy
2,746
+74
+3% +$8.21K 0.15% 62
2024
Q4 		$348K Sell
2,672
-174
-6% -$22.7K 0.16% 60
2024
Q3 		$351K Buy
+2,846
New +$351K 0.19% 53