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 257 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 $614 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
392
shares
|
$59,144
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
382
shares
|
$57,636
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
366
shares
|
$55,222
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
350
shares
|
$52,808
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
345
shares
|
$52,053
0.0% of portfolio
|
Q3 2023
Added 86.49%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
324
shares
|
$48,885
0.01% of portfolio
|
Q4 2021
Reduced 6.36%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
308
shares
|
$46,471
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$45,264
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
259
shares
|
$39,077
0.0% of portfolio
|
Q3 2025
Added 23.92%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
235
shares
|
$35,456
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
194
shares
|
$29,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
192
shares
|
$28,968
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
186
shares
|
$28,063
0.0% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
172
shares
|
$25,951
0.0% of portfolio
|
Q2 2024
Reduced 97.85%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
168
shares
|
$25,347
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
161
shares
|
$24,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
158
shares
|
$23,839
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
150
shares
|
$22,632
0.0% of portfolio
|
Q1 2025
Reduced 97.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
143
shares
|
$21,575
0.0% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
142
shares
|
$21,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
108
shares
|
$16,295
0.0% of portfolio
|
Q3 2025
Reduced 18.8%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
102
shares
|
$15,389
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
99
shares
|
$14,937
0.0% of portfolio
|
Q4 2021
Reduced 36.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
99
shares
|
$14,937
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
89
shares
|
$13,428
0.01% of portfolio
|
Q3 2023
New holding
|