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Disciplined Investments’s iShares Micro-Cap ETF IWC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-3
Closed -$328 – 822
2023
Q2 		$328 Hold
3
– – ﹤0.01% 1367
2023
Q1 		$314 Sell
3
-2
-40% -$224 ﹤0.01% 1377
2022
Q4 		$539 Hold
5
– – ﹤0.01% 1172
2022
Q3 		$1K Hold
5
– – ﹤0.01% 955
2022
Q2 		$1K Sell
5
-5
-50% -$576 ﹤0.01% 976
2022
Q1 		$1K Sell
10
-5
-33% -$642 ﹤0.01% 1035
2021
Q4 		$2K Hold
15
– – ﹤0.01% 446
2021
Q3 		$2K Hold
15
– – ﹤0.01% 397
2021
Q2 		$2K Hold
15
– – ﹤0.01% 380
2021
Q1 		$2K Sell
15
-3
-17% -$429 ﹤0.01% 334
2020
Q4 		$2K Hold
18
– – ﹤0.01% 286
2020
Q3 		$2K Buy
18
+1
+6% +$91 ﹤0.01% 348
2020
Q2 		$1K Buy
17
+7
+70% +$547 ﹤0.01% 381
2020
Q1 		$1K Buy
10
+3
+43% +$265 ﹤0.01% 398
2019
Q4 		$1K Buy
+7
New +$647 ﹤0.01% 408

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Disciplined Investments's IWC Position: Q3 2023 in Review

Disciplined Investments sold out of iShares Micro-Cap ETF (IWC) in Q3 2023, closing a stake of 3 shares — an estimated $328 sold.

Disciplined Investments first reported a position in IWC in Q4 2019 and held it in 15 quarters. The position peaked at $2K in Q4 2021. 190 funds tracked by Wall St. Rank hold IWC as of Q3 2023.

  • Disciplined Investments reported no remaining iShares Micro-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 iShares Micro-Cap ETF shares in Q3 2023, an estimated $328.
  • Disciplined Investments first reported a position in iShares Micro-Cap ETF in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's iShares Micro-Cap ETF position peaked at $2K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.