Purchases and Sales Made in Q3 2025 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
128KNew |
$16.4M - $19.4M
|
128K
$19.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
47.3KNew |
$6.04M - $7.16M
|
47.3K
$7.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.9K+ 561.75% |
$1.52M - $1.8M
|
14K
$2.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.27KNew |
$1.18M - $1.4M
|
9.27K
$1.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.37KNew |
$942K - $1.12M
|
7.37K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.98KNew |
$764K - $905K
|
5.98K
$902K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.74KNew |
$606K - $717K
|
4.74K
$715K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.53K+ 32.59% |
$579K - $686K
|
18.4K
$2.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.5KNew |
$576K - $682K
|
4.5K
$679K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.29KNew |
$548K - $649K
|
4.29K
$647K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
4.05KNew |
$518K - $613K
|
4.05K
$611K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.64K+ 4.04% |
$465K - $550K
|
93.6K
$14.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.89K+ 68.71% |
$370K - $438K
|
7.1K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.54KNew |
$325K - $385K
|
2.54K
$383K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.17KNew |
$277K - $328K
|
2.17K
$327K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.72KNew |
$220K - $261K
|
1.72K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.67KNew |
$213K - $253K
|
1.67K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.66K+ 2.9% |
$212K - $251K
|
58.9K
$8.88M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.65KNew |
$211K - $249K
|
1.65K
$248K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 151.0% |
$203K - $240K
|
2.63K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 17.87% |
$193K - $229K
|
9.97K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.51KNew |
$193K - $229K
|
1.51K
$228K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.45KNew |
$185K - $220K
|
1.45K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$184K - $218K
|
1.44K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.42KNew |
$182K - $215K
|
1.42K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.41K+ 229.53% |
$180K - $213K
|
2.02K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
806+ 15.46% |
$103K - $122K
|
6.02K
$908K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
639New |
$81.7K - $96.7K
|
639
$96.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
603+ 6.44% |
$77.1K - $91.3K
|
9.97K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
375+ 0.74% |
$47.9K - $56.8K
|
51K
$7.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
237+ 16.95% |
$30.3K - $35.9K
|
1.64K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
150+ 1.11% |
$19.2K - $22.7K
|
13.7K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
142New |
$18.2K - $21.5K
|
142
$21.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
99New |
$12.7K - $15K
|
99
$14.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
95+ 2.86% |
$12.1K - $14.4K
|
3.41K
$515K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
50+ 23.92% |
$6.39K - $7.57K
|
259
$39.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
30+ 1.87% |
$3.84K - $4.54K
|
1.64K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
25+ 0.06% |
$3.2K - $3.78K
|
41.3K
$6.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$639 - $757
|
5
$754
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$384 - $454
|
2.39K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.17% |
$384 - $454
|
1.82K
$275K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3+ 0.16% |
$384 - $454
|
1.87K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.15K - $1.36K
|
5.04K
$760K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16- 0.72% |
$2.05K - $2.42K
|
2.21K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-21- 33.33% |
$2.69K - $3.18K
|
42
$6.34K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 42.86% |
$3.84K - $4.54K
|
40
$6.04K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-56- 3.06% |
$7.16K - $8.48K
|
1.78K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-77- 0.37% |
$9.85K - $11.7K
|
20.8K
$3.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-87- 1.51% |
$11.1K - $13.2K
|
5.66K
$854K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-120- 0.99% |
$15.3K - $18.2K
|
12K
$1.81M
|