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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
550
shares
|
$81,653
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
471
shares
|
$69,924
0.04% of portfolio
|
Q3 2025
Reduced 70.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
406
shares
|
$60,274
0.01% of portfolio
|
Q4 2023
Reduced 15.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
400
shares
|
$59,384
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
392
shares
|
$58,196
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
382
shares
|
$56,711
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
367
shares
|
$54,484
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
362
shares
|
$53,742
0.0% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
350
shares
|
$51,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
345
shares
|
$51,218
0.0% of portfolio
|
Q3 2023
Added 86.49%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
324
shares
|
$48,101
0.01% of portfolio
|
Q4 2021
Reduced 6.36%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
308
shares
|
$45,725
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$44,538
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
259
shares
|
$38,451
0.0% of portfolio
|
Q3 2025
Added 23.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
194
shares
|
$28,801
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
192
shares
|
$28,504
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
186
shares
|
$27,613
0.0% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
174
shares
|
$25,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
168
shares
|
$24,941
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
161
shares
|
$23,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
158
shares
|
$23,456
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
150
shares
|
$22,269
0.0% of portfolio
|
Q1 2025
Reduced 97.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
143
shares
|
$21,229
0.0% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
142
shares
|
$21,081
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
108
shares
|
$16,033
0.0% of portfolio
|
Q3 2025
Reduced 18.8%
|
|