Discipline Wealth Solutions, LLC Russell Micro Cap ETF Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 7,096 shares of IWC stock, worth $1.05 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,096
Previous 4,206 68.71%
Holding current value
$1.05 Million
Previous $536,000 97.2%
% of portfolio
0.3%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$127.86 - $151.39 $369,515 - $437,517
2,890 Added 68.71%
7,096 $1.06 Million
Q2 2025

Jul 07, 2025
BUY
$97.43 - $127.66 $142,247 - $186,383
1,460 Added 53.17%
4,206 $536,000
Q1 2025

Apr 29, 2025
BUY
$110.91 - $133.46 $8,207 - $9,876
74 Added 2.77%
2,746 $304,000
Q4 2024

Feb 26, 2025
SELL
$120.3 - $138.84 $20,932 - $24,158
-174 Reduced 6.11%
2,672 $348,000
Q3 2024

Nov 19, 2024
BUY
$112.21 - $129.46 $319,349 - $368,443
2,846 New
2,846 $350,000

Others Institutions Holding IWC

# of Institutions
258
Shares Held
4.22M
Call Options Held
17.5K
Put Options Held
6.5K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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