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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$304,343
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,020
shares
|
$299,889
0.01% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,020
shares
|
$299,889
0.01% of portfolio
|
Q3 2025
Added 229.53%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
1,959
shares
|
$290,833
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,945
shares
|
$288,754
0.0% of portfolio
|
Q1 2023
Reduced 1.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
1,887
shares
|
$280,144
0.02% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,867
shares
|
$277,174
0.09% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
1,866
shares
|
$277,026
0.13% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
1,865
shares
|
$276,877
0.13% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,820
shares
|
$270,197
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
1,775
shares
|
$263,516
0.2% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
1,770
shares
|
$262,774
0.03% of portfolio
|
Q2 2025
Reduced 54.32%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,735
shares
|
$257,578
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,730
shares
|
$256,835
0.0% of portfolio
|
Q3 2025
Added 172900.0%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,724
shares
|
$255,945
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
1,668
shares
|
$247,631
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,659
shares
|
$246,295
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
1,647
shares
|
$244,513
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,635
shares
|
$242,732
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
1,635
shares
|
$242,732
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,635
shares
|
$242,732
0.01% of portfolio
|
Q3 2025
Added 16.95%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,536
shares
|
$228,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,536
shares
|
$228,034
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,513
shares
|
$224,619
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
1,511
shares
|
$224,323
0.21% of portfolio
|
Q3 2025
New holding
|
|