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 249 institutions that hold shares in the stock, with a total of 4.29 Million shares, which have been reported (via 13F filing form) to have a value of $558 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,135
shares
|
$277,550
0.18% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,090
shares
|
$271,700
0.03% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,077
shares
|
$270,010
0.01% of portfolio
|
Q3 2024
Added 112.59%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
2,067
shares
|
$268,710
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$266,500
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
2,050
shares
|
$266,500
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,020
shares
|
$262,600
0.04% of portfolio
|
Q1 2021
Reduced 20.78%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,002
shares
|
$260,260
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$260,000
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,950
shares
|
$253,500
0.02% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,945
shares
|
$252,850
0.0% of portfolio
|
Q1 2023
Reduced 1.27%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
1,897
shares
|
$246,610
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
1,859
shares
|
$241,670
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,831
shares
|
$238,030
0.09% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
1,783
shares
|
$231,790
0.01% of portfolio
|
Q3 2024
Reduced 53.83%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,712
shares
|
$222,560
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,707
shares
|
$221,910
0.01% of portfolio
|
Q2 2024
Added 11.42%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,544
shares
|
$200,720
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,536
shares
|
$199,680
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,394
shares
|
$181,220
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
1,208
shares
|
$157,040
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,179
shares
|
$153,270
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,049
shares
|
$136,370
0.0% of portfolio
|
Q1 2024
Added 104800.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,039
shares
|
$135,070
0.0% of portfolio
|
Q4 2024
Reduced 30.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
891
shares
|
$115,830
0.0% of portfolio
|
Q3 2022
Reduced 4.09%
|