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 $554 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
99
shares
|
$13,593
0.0% of portfolio
|
Q4 2021
Reduced 36.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
89
shares
|
$12,220
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
88
shares
|
$12,083
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
88
shares
|
$12,083
0.0% of portfolio
|
Q1 2025
Reduced 52.69%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
86
shares
|
$11,808
0.0% of portfolio
|
Q2 2025
Reduced 98.79%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
85
shares
|
$11,671
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
79
shares
|
$10,847
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
79
shares
|
$10,847
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
70
shares
|
$9,611
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
70
shares
|
$9,611
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
65
shares
|
$8,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
65
shares
|
$8,925
0.0% of portfolio
|
Q3 2020
Reduced 87.85%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
53
shares
|
$7,277
0.0% of portfolio
|
Q1 2025
Added 96.3%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
41
shares
|
$5,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
35
shares
|
$4,805
0.0% of portfolio
|
Q2 2023
Reduced 96.62%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
30
shares
|
$4,119
0.0% of portfolio
|
Q2 2025
Added 328.57%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
26
shares
|
$3,570
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
22
shares
|
$3,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
21
shares
|
$2,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
20
shares
|
$2,746
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
17
shares
|
$2,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
17
shares
|
$2,334
0.0% of portfolio
|
Q1 2024
Reduced 92.06%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
17
shares
|
$2,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
14
shares
|
$1,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
7
shares
|
$961
0.0% of portfolio
|
Q2 2024
New holding
|