Smith Shellnut Wilson LLC Russell Micro Cap ETF Transaction History

Smith Shellnut Wilson LLC

$228 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$134.03 - $156.72 $26,806 - $31,344	-200 Closed	0 $0
Q1 2021 Apr 06, 2021	BUY	$117.96 - $158.51 $23,592 - $31,702	200 New	200 $29,000

Others Institutions Holding IWC

# of Institutions

235

Shares Held

4.02M

Call Options Held

9.2K

Put Options Held

3.6K

1832 Asset Management L.P. Toronto, A6

546K
Shares

$71.9 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

230K
Shares

$30.3 Million
0.0% of portfolio
Ci Private Wealth, LLC Miami, FL

224K
Shares

$29.4 Million
0.04% of portfolio
Morgan Stanley New York, NY

181K
Shares

$23.8 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

146K
Shares

$19.3 Million
0.43% of portfolio

About RUSSELL MICRO CAP ETF

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