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 $519 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
382
shares
|
$49,178
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
375
shares
|
$48,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
366
shares
|
$47,118
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
350
shares
|
$45,059
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
345
shares
|
$44,415
0.0% of portfolio
|
Q3 2023
Added 86.49%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
324
shares
|
$41,711
0.01% of portfolio
|
Q4 2021
Reduced 6.36%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
315
shares
|
$40,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
308
shares
|
$39,651
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
303
shares
|
$39,008
0.0% of portfolio
|
Q4 2024
Added 32.31%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
265
shares
|
$34,116
0.01% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
241
shares
|
$31,026
0.0% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
235
shares
|
$30,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
209
shares
|
$26,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
194
shares
|
$24,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
193
shares
|
$24,846
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
191
shares
|
$24,589
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
172
shares
|
$22,143
0.0% of portfolio
|
Q2 2024
Reduced 97.85%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
168
shares
|
$21,628
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
164
shares
|
$21,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
158
shares
|
$20,340
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
150
shares
|
$19,311
0.0% of portfolio
|
Q1 2025
Reduced 97.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
143
shares
|
$18,409
0.0% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
133
shares
|
$17,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
102
shares
|
$13,131
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
99
shares
|
$12,745
0.0% of portfolio
|
Q4 2021
Reduced 36.13%
|