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 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Discipline Wealth Solutions's IWC Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its iShares Micro-Cap ETF (IWC) stake by 1.6% in Q2 2026, selling an estimated $15.7K and leaving 5,197 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #82.

Discipline Wealth Solutions first reported a position in IWC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Discipline Wealth Solutions held 5,197 shares of iShares Micro-Cap ETF worth $1.04M as of Q2 2026.
Discipline Wealth Solutions sold 86 iShares Micro-Cap ETF shares in Q2 2026, an estimated $15.7K.
iShares Micro-Cap ETF made up 0.09% of Discipline Wealth Solutions's portfolio in Q2 2026, its #82 holding.
Discipline Wealth Solutions first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's iShares Micro-Cap ETF position peaked at $1.06M in Q3 2025.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.