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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
99
shares
|
$14,431
0.0% of portfolio
|
Q4 2021
Reduced 36.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
89
shares
|
$12,973
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
88
shares
|
$12,827
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
86
shares
|
$12,536
0.0% of portfolio
|
Q2 2025
Reduced 98.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
79
shares
|
$11,515
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
79
shares
|
$11,515
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
70
shares
|
$10,203
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
65
shares
|
$9,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
65
shares
|
$9,475
0.0% of portfolio
|
Q3 2020
Reduced 87.85%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
63
shares
|
$9,183
0.0% of portfolio
|
Q2 2025
Added 53.66%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
55
shares
|
$8,017
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
47
shares
|
$6,851
0.0% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
35
shares
|
$5,101
0.0% of portfolio
|
Q2 2023
Reduced 96.62%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
30
shares
|
$4,373
0.0% of portfolio
|
Q2 2025
Added 328.57%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
26
shares
|
$3,790
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
20
shares
|
$2,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
17
shares
|
$2,478
0.0% of portfolio
|
Q1 2024
Reduced 92.06%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
17
shares
|
$2,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
17
shares
|
$2,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
14
shares
|
$2,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
7
shares
|
$1,020
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
6
shares
|
$874
0.0% of portfolio
|
Q2 2025
Reduced 93.18%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5
shares
|
$728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4
shares
|
$583
0.0% of portfolio
|
Q2 2025
Reduced 99.62%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4
shares
|
$583
0.0% of portfolio
|
Q4 2021
New holding
|