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

Discipline Wealth Solutions’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 Q3	$953K	Sell	5,158 -39	-0.8%	-$7.54K	0.08%	85
2026 Q2	$1.04M	Sell	5,197 -86	-2%	-$15.7K	0.09%	82
2026 Q1	$843K	Sell	5,283 -37	-0.7%	-$6.14K	0.09%	80
2025 Q4	$839K	Sell	5,320 -1,776	-25%	-$276K	0.16%	76
2025 Q3	$1.06M	Buy	7,096 +2,890	+69%	+$401K	0.28%	55
2025 Q2	$537K	Buy	4,206 +1,460	+53%	+$169K	0.21%	57
2025 Q1	$305K	Buy	2,746 +74	+3%	+$9.22K	0.15%	62
2024 Q4	$348K	Sell	2,672 -174	-6%	-$22.7K	0.16%	60
2024 Q3	$351K	Buy	+2,846	New	+$344K	0.19%	53

Other funds holding IWC

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Discipline Wealth Solutions's IWC Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its iShares Micro-Cap ETF (IWC) stake by 0.75% in Q3 2026, selling an estimated $7.54K and leaving 5,158 shares worth $953K. The position accounts for 0.08% of the portfolio, ranked #85.

Discipline Wealth Solutions first reported a position in IWC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2025. 67 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Discipline Wealth Solutions held 5,158 shares of iShares Micro-Cap ETF worth $953K as of Q3 2026.
Discipline Wealth Solutions sold 39 iShares Micro-Cap ETF shares in Q3 2026, an estimated $7.54K.
iShares Micro-Cap ETF made up 0.08% of Discipline Wealth Solutions's portfolio in Q3 2026, its #85 holding.
Discipline Wealth Solutions first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's iShares Micro-Cap ETF position peaked at $1.06M in Q3 2025.
67 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.