Purchases and Sales Made in Q2 2025 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q2 2025. The information is specifically focused on institutions that hold shares of RUSSELL MICRO CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
50.6KNew |
$4.93M - $6.46M
|
50.6K
$6.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.1K+ 28.05% |
$3.13M - $4.1M
|
146K
$19.3M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
17.4KNew |
$1.7M - $2.23M
|
17.4K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
14.6KNew |
$1.43M - $1.87M
|
14.6K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.07KNew |
$592K - $775K
|
6.07K
$799K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.05KNew |
$492K - $644K
|
5.05K
$664K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.42K+ 19.57% |
$333K - $436K
|
20.9K
$2.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$232K - $303K
|
2.38K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
1.87KNew |
$182K - $238K
|
1.87K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.82KNew |
$177K - $232K
|
1.82K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.74K+ 14.99% |
$169K - $221K
|
13.3K
$1.75M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.74KNew |
$169K - $221K
|
1.74K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$162K - $212K
|
1.66K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.61KNew |
$156K - $205K
|
1.61K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.46K+ 53.17% |
$142K - $186K
|
4.21K
$554K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1K+ 9.04% |
$97.6K - $128K
|
12.1K
$1.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
807+ 0.9% |
$78.6K - $103K
|
90K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
682+ 22.66% |
$66.4K - $87.1K
|
3.69K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133New |
$13K - $17K
|
133
$17.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
114+ 1.29% |
$11.1K - $14.6K
|
8.97K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
108+ 0.26% |
$10.5K - $13.8K
|
41.3K
$5.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 5.13% |
$9.74K - $12.8K
|
2.05K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 328.57% |
$2.24K - $2.94K
|
30
$3.95K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 53.66% |
$2.14K - $2.81K
|
63
$8.29K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$1.95K - $2.55K
|
20
$2.63K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.07K - $1.4K
|
5.5K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$877 - $1.15K
|
13.5K
$1.78M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3+ 0.14% |
$292 - $383
|
2.23K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3+ 0.16% |
$292 - $383
|
1.86K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.03% |
$97.4 - $128
|
3.32K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.05% |
$292 - $383
|
6.38K
$840K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3- 0.99% |
$292 - $383
|
300
$39.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5- 0.15% |
$487 - $638
|
3.44K
$453K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-6- 11.32% |
$585 - $766
|
47
$6.19K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 6.36% |
$6.14K - $8.04K
|
927
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-90- 2.0% |
$8.77K - $11.5K
|
4.42K
$582K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-107- 0.45% |
$10.4K - $13.7K
|
23.5K
$3.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-164- 6.53% |
$16K - $20.9K
|
2.35K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-273- 12.77% |
$26.6K - $34.9K
|
1.87K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-278- 2.45% |
$27.1K - $35.5K
|
11.1K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-286- 1.46% |
$27.9K - $36.5K
|
19.3K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-354- 3.68% |
$34.5K - $45.2K
|
9.26K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-487- 7.81% |
$47.4K - $62.2K
|
5.75K
$757K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-716- 23.06% |
$69.8K - $91.4K
|
2.39K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-740- 7.32% |
$72.1K - $94.5K
|
9.37K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-774- 16.57% |
$75.4K - $98.8K
|
3.9K
$513K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-784- 14.41% |
$76.4K - $100K
|
4.66K
$613K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-900- 6.11% |
$87.7K - $115K
|
13.8K
$1.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-945- 1.49% |
$92.1K - $121K
|
62.3K
$8.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.04K- 3.03% |
$101K - $133K
|
33.3K
$4.39M
|