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iShares Russell Microcap Index shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Microcap Index by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 7.1k 149.08
2025-06-30 $537k 4.2k 127.66
2025-03-31 $305k 2.7k 110.92
2024-12-31 $348k 2.7k 130.40
2024-09-30 $351k 2.8k 123.33

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
Goldman Sachs Group
Morgan Stanley
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank Of Montreal
TABR Capital Management
LPL Financial
Cetera Investment Advisers
Chicago Partners Investment
Wells Fargo & Company
Halbert Hargrove Global Advisors
Susquehanna International
H D Vest Advisory Services
UBS Group

View all funds holding iShares Russell Microcap Index