Institutional Ownership Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC). We have compiled data on the 258 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $607 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
99
shares
|
$15,061
0.0% of portfolio
|
Q4 2021
Reduced 36.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
99
shares
|
$15,061
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
89
shares
|
$13,540
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
88
shares
|
$13,388
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
86
shares
|
$13,084
0.0% of portfolio
|
Q2 2025
Reduced 98.79%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
79
shares
|
$12,019
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
79
shares
|
$12,019
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
65
shares
|
$9,889
0.0% of portfolio
|
Q3 2020
Reduced 87.85%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
55
shares
|
$8,367
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
49
shares
|
$7,454
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
42
shares
|
$6,389
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
40
shares
|
$6,085
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
35
shares
|
$5,324
0.0% of portfolio
|
Q2 2023
Reduced 96.62%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
30
shares
|
$4,564
0.0% of portfolio
|
Q2 2025
Added 328.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
20
shares
|
$3,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
17
shares
|
$2,586
0.0% of portfolio
|
Q1 2024
Reduced 92.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
17
shares
|
$2,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
14
shares
|
$2,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
6
shares
|
$912
0.0% of portfolio
|
Q2 2025
Reduced 93.18%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5
shares
|
$760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$760
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4
shares
|
$608
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3
shares
|
$456
0.0% of portfolio
|
Q2 2025
Reduced 99.27%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
2
shares
|
$304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2
shares
|
$304
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|