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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,333
shares
|
$340,081
0.02% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
2,287
shares
|
$333,375
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,285
shares
|
$333,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
2,225
shares
|
$324,338
0.08% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,175
shares
|
$317,049
0.0% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,120
shares
|
$309,032
0.01% of portfolio
|
Q2 2025
Reduced 84.22%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,090
shares
|
$304,659
0.03% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
2,067
shares
|
$301,306
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$298,828
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
2,050
shares
|
$298,828
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,050
shares
|
$298,828
0.01% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,020
shares
|
$294,455
0.01% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
2,000
shares
|
$291,540
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
1,958
shares
|
$285,417
0.04% of portfolio
|
Q2 2025
Reduced 43.38%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,945
shares
|
$283,522
0.0% of portfolio
|
Q1 2023
Reduced 1.27%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
1,897
shares
|
$276,525
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
1,887
shares
|
$275,067
0.02% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,867
shares
|
$272,152
0.09% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
1,865
shares
|
$271,861
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
1,865
shares
|
$271,861
0.12% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
1,863
shares
|
$271,569
0.09% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
1,831
shares
|
$266,904
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,817
shares
|
$264,864
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,770
shares
|
$258,012
0.03% of portfolio
|
Q2 2025
Reduced 54.32%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,762
shares
|
$256,846
0.0% of portfolio
|
Q2 2025
Reduced 5.52%
|