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 235 institutions that hold shares in the stock, with a total of 3.83 Million shares, which have been reported (via 13F filing form) to have a value of $559 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
5,816
shares
|
$847,798
0.58% of portfolio
|
Q2 2025
Reduced 36.46%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,748
shares
|
$837,885
0.15% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
5,704
shares
|
$831,472
0.37% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,699
shares
|
$830,743
0.0% of portfolio
|
Q2 2025
Reduced 39.76%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
5,627
shares
|
$820,247
0.17% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
5,498
shares
|
$801,443
0.26% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,494
shares
|
$800,860
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,395
shares
|
$786,429
0.0% of portfolio
|
Q2 2025
Reduced 42.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,322
shares
|
$775,787
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,215
shares
|
$760,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,096
shares
|
$742,843
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,047
shares
|
$735,701
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
4,993
shares
|
$727,829
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,964
shares
|
$723,602
0.0% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,944
shares
|
$720,686
0.0% of portfolio
|
Q2 2025
Added 87.84%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,925
shares
|
$717,917
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,656
shares
|
$678,705
0.06% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,649
shares
|
$677,684
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
4,418
shares
|
$644,011
0.1% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,333
shares
|
$631,621
0.0% of portfolio
|
Q3 2024
Added 78.46%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
4,223
shares
|
$615,586
0.0% of portfolio
|
Q3 2024
Reduced 54.21%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
4,206
shares
|
$613,108
0.22% of portfolio
|
Q2 2025
Added 53.17%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
4,116
shares
|
$599,989
0.2% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
4,085
shares
|
$595,470
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
4,060
shares
|
$591,826
0.31% of portfolio
|
Q1 2024
Added 28.48%
|