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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.5K- 43.38% |
$146K - $191K
|
1.96K
$295K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.52K- 6.63% |
$148K - $195K
|
21.5K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.59K- 99.94% |
$155K - $203K
|
1
$151
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.8K- 2.98% |
$175K - $230K
|
58.6K
$8.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.11K- 54.32% |
$205K - $269K
|
1.77K
$267K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.22K- 28.01% |
$216K - $283K
|
5.7K
$861K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.3K- 2.55% |
$224K - $293K
|
87.9K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.36K- 19.46% |
$230K - $302K
|
9.78K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.37K- 43.0% |
$231K - $303K
|
3.15K
$475K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.46K- 28.81% |
$240K - $314K
|
6.08K
$917K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.77K- 2.03% |
$270K - $353K
|
133K
$20.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.02K- 17.1% |
$294K - $385K
|
14.6K
$2.21M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.1K- 20.75% |
$302K - $395K
|
11.8K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-3.34K- 36.46% |
$325K - $426K
|
5.82K
$878K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.53K- 11.93% |
$344K - $451K
|
26.1K
$3.93M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.65K- 18.74% |
$355K - $466K
|
15.8K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.76K- 39.76% |
$366K - $480K
|
5.7K
$860K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.97K- 0.73% |
$387K - $507K
|
542K
$81.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.99K- 42.48% |
$388K - $509K
|
5.4K
$814K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.02K- 18.56% |
$392K - $513K
|
17.6K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.84K- 5.28% |
$471K - $617K
|
86.8K
$13.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.92K- 7.93% |
$480K - $629K
|
57.2K
$8.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.32K- 5.45% |
$518K - $679K
|
92.1K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.47K- 9.05% |
$533K - $698K
|
55K
$8.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.57K- 8.32% |
$641K - $839K
|
72.4K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7.03K- 98.79% |
$685K - $898K
|
86
$13K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.01K- 15.52% |
$780K - $1.02M
|
43.6K
$6.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.19K- 14.75% |
$798K - $1.05M
|
47.3K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.75K- 25.14% |
$950K - $1.24M
|
29K
$4.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.3K- 84.22% |
$1.1M - $1.44M
|
2.12K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.1K- 59.24% |
$1.18M - $1.54M
|
8.32K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.8K- 21.28% |
$1.25M - $1.64M
|
47.5K
$7.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 7.78% |
$1.37M - $1.8M
|
167K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.3K- 70.36% |
$1.39M - $1.82M
|
6.02K
$908K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.2K- 12.26% |
$2.75M - $3.6M
|
202K
$30.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38.8K- 17.36% |
$3.78M - $4.96M
|
185K
$27.9M
|