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 |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
1,735
shares
|
$252,910
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,659
shares
|
$241,832
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,620
shares
|
$236,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,605
shares
|
$233,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$233,232
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,536
shares
|
$223,902
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,398
shares
|
$203,786
0.01% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,316
shares
|
$191,833
0.02% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,307
shares
|
$190,521
0.0% of portfolio
|
Q1 2025
Reduced 50.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,049
shares
|
$152,912
0.0% of portfolio
|
Q1 2024
Added 104800.0%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
944
shares
|
$137,606
0.01% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
927
shares
|
$135,128
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
891
shares
|
$129,881
0.0% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
825
shares
|
$120,260
0.0% of portfolio
|
Q1 2023
Added 18.18%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
754
shares
|
$109,910
0.0% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
735
shares
|
$107,140
0.0% of portfolio
|
Q1 2022
Reduced 9.26%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
730
shares
|
$106,412
0.0% of portfolio
|
Q4 2024
Added 77.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
723
shares
|
$105,391
0.0% of portfolio
|
Q1 2020
Reduced 56.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
701
shares
|
$102,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
676
shares
|
$98,540
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
658
shares
|
$95,916
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
640
shares
|
$93,292
0.01% of portfolio
|
Q4 2024
Added 55.34%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
578
shares
|
$84,255
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
550
shares
|
$80,173
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
471
shares
|
$68,657
0.0% of portfolio
|
Q1 2025
Added 24.6%
|