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 239 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $477 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,348
shares
|
$280,938
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,337
shares
|
$279,622
0.0% of portfolio
|
Q1 2025
Reduced 59.15%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,333
shares
|
$279,143
0.02% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
2,287
shares
|
$273,639
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,286
shares
|
$273,519
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
2,222
shares
|
$265,862
0.07% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,138
shares
|
$255,811
0.13% of portfolio
|
Q2 2023
Added 6.9%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,090
shares
|
$250,068
0.03% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
2,067
shares
|
$247,316
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
2,050
shares
|
$245,282
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$245,282
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,020
shares
|
$241,693
0.01% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Apr 25, 2025 Q1 2025 |
2,000
shares
|
$239,300
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,963
shares
|
$234,872
0.0% of portfolio
|
Q1 2025
Reduced 67.02%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,950
shares
|
$233,317
0.01% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,950
shares
|
$233,317
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,945
shares
|
$232,719
0.0% of portfolio
|
Q1 2023
Reduced 1.27%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
1,897
shares
|
$226,976
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,867
shares
|
$223,386
0.09% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,865
shares
|
$223,147
0.0% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
1,860
shares
|
$222,549
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
1,831
shares
|
$219,079
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,634
shares
|
$195,508
0.01% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,594
shares
|
$190,722
0.0% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,536
shares
|
$183,782
0.0% of portfolio
|
Q3 2024
Added 30.95%
|