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 260 institutions that hold shares in the stock, with a total of 4.25 Million shares, which have been reported (via 13F filing form) to have a value of $499 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
102
shares
|
$11,961
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
99
shares
|
$11,609
0.0% of portfolio
|
Q4 2021
Reduced 36.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
89
shares
|
$10,437
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
88
shares
|
$10,319
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
85
shares
|
$9,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
85
shares
|
$9,967
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
79
shares
|
$9,264
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
79
shares
|
$9,264
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
73
shares
|
$8,560
0.01% of portfolio
|
Q4 2024
Reduced 91.14%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
70
shares
|
$8,208
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
70
shares
|
$8,208
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
65
shares
|
$7,622
0.0% of portfolio
|
Q3 2020
Reduced 87.85%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
65
shares
|
$7,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
35
shares
|
$4,104
0.0% of portfolio
|
Q2 2023
Reduced 96.62%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
27
shares
|
$3,166
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
26
shares
|
$3,049
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
20
shares
|
$2,345
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
17
shares
|
$1,993
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
17
shares
|
$1,993
0.0% of portfolio
|
Q1 2024
Reduced 92.06%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
17
shares
|
$1,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
14
shares
|
$1,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
10
shares
|
$1,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
7
shares
|
$820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
6
shares
|
$703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5
shares
|
$586
0.0% of portfolio
|
Q3 2024
New holding
|