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 259 institutions that hold shares in the stock, with a total of 4.24 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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
2,050
shares
|
$230,338
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$230,338
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,002
shares
|
$224,944
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$224,720
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
1,980
shares
|
$222,472
0.01% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,950
shares
|
$219,102
0.02% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,945
shares
|
$218,540
0.0% of portfolio
|
Q1 2023
Reduced 1.27%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
1,897
shares
|
$213,146
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,867
shares
|
$209,776
0.09% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
1,859
shares
|
$208,877
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
1,831
shares
|
$205,731
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
1,751
shares
|
$196,742
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,733
shares
|
$194,719
0.0% of portfolio
|
Q4 2024
Added 1686.6%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,712
shares
|
$192,360
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,707
shares
|
$191,798
0.01% of portfolio
|
Q2 2024
Added 11.42%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,701
shares
|
$191,124
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
1,656
shares
|
$186,068
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
1,646
shares
|
$184,944
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,600
shares
|
$179,776
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley, Inc
Boise, ID |
Mar 28, 2025 Q4 2024 |
1,596
shares
|
$179,326
0.11% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
1,585
shares
|
$178,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
1,548
shares
|
$173,933
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,544
shares
|
$173,483
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,536
shares
|
$172,584
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,415
shares
|
$158,989
0.01% of portfolio
|
Q4 2024
Added 1.51%
|