Purchases and Sales Made in Q2 2025 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q2 2025. The information is specifically focused on institutions that hold shares of RUSSELL MICRO CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
50.6KNew |
$4.93M - $6.46M
|
50.6K
$6.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
14.6KNew |
$1.43M - $1.87M
|
14.6K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.05KNew |
$492K - $644K
|
5.05K
$650K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.74KNew |
$169K - $221K
|
1.74K
$223K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.46K+ 53.17% |
$142K - $186K
|
4.21K
$541K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1K+ 9.04% |
$97.6K - $128K
|
12.1K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
114+ 1.29% |
$11.1K - $14.6K
|
8.97K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 328.57% |
$2.24K - $2.94K
|
30
$3.86K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.07K - $1.4K
|
5.5K
$708K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$877 - $1.15K
|
13.5K
$1.74M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3+ 0.14% |
$292 - $383
|
2.23K
$286K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.05% |
$292 - $383
|
6.38K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-90- 2.0% |
$8.77K - $11.5K
|
4.42K
$569K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-354- 3.68% |
$34.5K - $45.2K
|
9.26K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-716- 23.06% |
$69.8K - $91.4K
|
2.39K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-740- 7.32% |
$72.1K - $94.5K
|
9.37K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.04K- 3.03% |
$101K - $133K
|
33.3K
$4.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.52K- 6.63% |
$148K - $195K
|
21.5K
$2.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.8K- 2.98% |
$175K - $230K
|
58.6K
$7.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.02K- 18.56% |
$392K - $513K
|
17.6K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.32K- 5.45% |
$518K - $679K
|
92.1K
$11.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7.03K- 98.79% |
$685K - $898K
|
86
$11.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.8K- 21.28% |
$1.25M - $1.64M
|
47.5K
$6.11M
|