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 237 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $544 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
17,639
shares
|
$2.38 Million
0.62% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
17,521
shares
|
$2.36 Million
0.44% of portfolio
|
Q1 2025
Reduced 74.11%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
15,034
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Added 37.51%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
14,730
shares
|
$1.99 Million
0.6% of portfolio
|
Q3 2023
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
14,637
shares
|
$1.97 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
14,399
shares
|
$1.94 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,547
shares
|
$1.83 Million
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,435
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Added 268.79%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
13,321
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
12,590
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,387
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 46.3%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
12,148
shares
|
$1.64 Million
1.04% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
12,090
shares
|
$1.63 Million
1.12% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
11,571
shares
|
$1.56 Million
0.92% of portfolio
|
Q1 2025
Added 18.63%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
11,340
shares
|
$1.53 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
9,913
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,460
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,380
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
9,368
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
9,263
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
9,154
shares
|
$1.23 Million
0.87% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,970
shares
|
$1.21 Million
0.19% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
8,538
shares
|
$1.15 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,987
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
7,923
shares
|
$1.07 Million
0.49% of portfolio
|
Q1 2025
Added 5.58%
|