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 257 institutions that hold shares in the stock, with a total of 4.17 Million shares, which have been reported (via 13F filing form) to have a value of $619 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,149
shares
|
$912,880
0.0% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
6,072
shares
|
$901,449
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,021
shares
|
$893,877
0.01% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,978
shares
|
$887,493
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,795
shares
|
$860,325
0.0% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,681
shares
|
$843,401
0.0% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
5,661
shares
|
$840,432
0.16% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
5,524
shares
|
$820,093
0.67% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
5,509
shares
|
$817,866
0.28% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,494
shares
|
$815,639
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,471
shares
|
$812,224
0.0% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
5,234
shares
|
$777,039
0.17% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,097
shares
|
$756,700
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,038
shares
|
$747,941
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
4,993
shares
|
$741,260
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,964
shares
|
$736,955
0.0% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,825
shares
|
$716,319
0.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
4,805
shares
|
$713,350
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,739
shares
|
$703,551
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
4,662
shares
|
$692,120
0.1% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
4,634
shares
|
$687,963
0.02% of portfolio
|
Q3 2025
Reduced 58.29%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
4,568
shares
|
$678,165
0.01% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,502
shares
|
$668,366
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,497
shares
|
$667,624
0.0% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,419
shares
|
$656,044
0.01% of portfolio
|
Q3 2025
New holding
|
|