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 262 institutions that hold shares in the stock, with a total of 4.31 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
2,067
shares
|
$306,866
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
2,065
shares
|
$306,569
0.08% of portfolio
|
Q4 2025
Reduced 6.52%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$304,343
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
2,050
shares
|
$304,343
0.01% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
2,050
shares
|
$304,343
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 29, 2026 Q4 2025 |
2,049
shares
|
$304,194
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,020
shares
|
$299,889
0.01% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
First Horizon Corp
Memphis, TN |
Jan 27, 2026 Q4 2025 |
2,020
shares
|
$299,889
0.01% of portfolio
|
Q3 2025
Added 229.53%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
1,959
shares
|
$290,833
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,945
shares
|
$288,754
0.0% of portfolio
|
Q1 2023
Reduced 1.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
1,887
shares
|
$280,144
0.02% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,867
shares
|
$277,174
0.09% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
1,866
shares
|
$277,026
0.13% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 28, 2026 Q4 2025 |
1,865
shares
|
$276,877
0.12% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,820
shares
|
$270,197
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 27, 2026 Q4 2025 |
1,789
shares
|
$265,594
0.52% of portfolio
|
Q4 2025
Reduced 67.61%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
1,775
shares
|
$263,516
0.2% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
1,770
shares
|
$262,774
0.03% of portfolio
|
Q2 2025
Reduced 54.32%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,735
shares
|
$257,578
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,730
shares
|
$256,835
0.0% of portfolio
|
Q3 2025
Added 172900.0%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,724
shares
|
$255,945
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,685
shares
|
$250,155
0.01% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,659
shares
|
$246,295
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
1,658
shares
|
$246,146
0.24% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jan 27, 2026 Q4 2025 |
1,645
shares
|
$244,216
0.0% of portfolio
|
Q4 2025
Added 0.61%
|
|