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 258 institutions that hold shares in the stock, with a total of 4.22 Million shares, which have been reported (via 13F filing form) to have a value of $626 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
102
shares
|
$15,142
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
99
shares
|
$14,697
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
99
shares
|
$14,697
0.0% of portfolio
|
Q4 2021
Reduced 36.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
89
shares
|
$13,212
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
88
shares
|
$13,064
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
86
shares
|
$12,767
0.0% of portfolio
|
Q2 2025
Reduced 98.79%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
79
shares
|
$11,728
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
79
shares
|
$11,728
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
65
shares
|
$9,649
0.0% of portfolio
|
Q3 2020
Reduced 87.85%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
55
shares
|
$8,165
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
49
shares
|
$7,274
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
42
shares
|
$6,235
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
40
shares
|
$5,938
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
35
shares
|
$5,196
0.0% of portfolio
|
Q2 2023
Reduced 96.62%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
30
shares
|
$4,453
0.0% of portfolio
|
Q2 2025
Added 328.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
20
shares
|
$2,969
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
17
shares
|
$2,523
0.0% of portfolio
|
Q1 2024
Reduced 92.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17
shares
|
$2,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
14
shares
|
$2,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5
shares
|
$742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4
shares
|
$593
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3
shares
|
$445
0.0% of portfolio
|
Q2 2025
Reduced 99.27%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
2
shares
|
$296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
2
shares
|
$296
0.0% of portfolio
|
Q3 2025
New holding
|
|