Discipline Wealth Solutions LLC Invests $351,000 in iShares Micro-Cap ETF (NYSEARCA:IWC)

Discipline Wealth Solutions LLC acquired a new position in iShares Micro-Cap ETF (NYSEARCA:IWC) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,846 shares of the exchange traded fund’s stock, valued at approximately $351,000.

Other institutional investors have also added to or reduced their stakes in the company. CWM LLC grew its stake in shares of iShares Micro-Cap ETF by 45.5% in the 2nd quarter. CWM LLC now owns 326 shares of the exchange traded fund’s stock valued at $37,000 after buying an additional 102 shares during the period. Wealth Enhancement Advisory Services LLC increased its holdings in shares of iShares Micro-Cap ETF by 12.2% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 4,584 shares of the exchange traded fund’s stock valued at $523,000 after acquiring an additional 499 shares in the last quarter. First Horizon Advisors Inc. raised its position in shares of iShares Micro-Cap ETF by 11.4% during the second quarter. First Horizon Advisors Inc. now owns 1,707 shares of the exchange traded fund’s stock worth $195,000 after purchasing an additional 175 shares during the period. Private Advisory Group LLC lifted its holdings in shares of iShares Micro-Cap ETF by 10.5% in the 2nd quarter. Private Advisory Group LLC now owns 16,012 shares of the exchange traded fund’s stock worth $1,825,000 after purchasing an additional 1,524 shares in the last quarter. Finally, Family Firm Inc. grew its position in iShares Micro-Cap ETF by 299.3% in the 2nd quarter. Family Firm Inc. now owns 67,650 shares of the exchange traded fund’s stock valued at $7,712,000 after purchasing an additional 50,709 shares during the period.

iShares Micro-Cap ETF Trading Down 0.2 %

Shares of IWC stock opened at $137.29 on Wednesday. The firm has a fifty day simple moving average of $129.96 and a two-hundred day simple moving average of $122.90. iShares Micro-Cap ETF has a 12 month low of $105.60 and a 12 month high of $139.98. The firm has a market capitalization of $1.01 billion, a PE ratio of 10.47 and a beta of 1.21.

iShares Micro-Cap ETF Company Profile

iShares Micro-Cap ETF, formerly iShares Russell Microcap Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Microcap Index (the Index). The Index measures the microcap sector of the United States equity market.