Purchases and Sales Made in Q4 2025 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q4 2025. The information is specifically focused on institutions that hold shares of RUSSELL MICRO CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
66.7KNew |
$9.86M - $10.7M
|
66.7K
$9.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
4.38KNew |
$647K - $700K
|
4.38K
$650K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.66K+ 3.53% |
$246K - $266K
|
48.8K
$7.24M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.58K+ 95.87% |
$233K - $253K
|
3.23K
$479K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.33K+ 40.86% |
$196K - $212K
|
4.58K
$680K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.31KNew |
$193K - $209K
|
1.31K
$194K
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.08K+ 6.12% |
$160K - $173K
|
18.7K
$2.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
780+ 1.66% |
$115K - $125K
|
47.6K
$7.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
556+ 4.06% |
$82.2K - $88.9K
|
14.3K
$2.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
517+ 2.48% |
$76.4K - $82.7K
|
21.3K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
439+ 7.14% |
$64.9K - $70.2K
|
6.59K
$978K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
211+ 0.14% |
$31.2K - $33.7K
|
146K
$21.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
173New |
$25.6K - $27.7K
|
173
$25.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150New |
$22.2K - $24K
|
150
$22.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
121+ 0.71% |
$17.9K - $19.4K
|
17.2K
$2.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50+ 3.06% |
$7.39K - $8K
|
1.69K
$250K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13+ 0.3% |
$1.92K - $2.08K
|
4.33K
$643K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11+ 0.67% |
$1.63K - $1.76K
|
1.66K
$246K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$148 - $160
|
6.51K
$967K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-2- 4.08% |
$296 - $320
|
47
$6.98K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-17- 0.38% |
$2.51K - $2.72K
|
4.49K
$666K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
SELL
|
- |
-127- 3.14% |
$18.8K - $20.3K
|
3.92K
$583K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-144- 6.52% |
$21.3K - $23K
|
2.07K
$307K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-238- 2.57% |
$35.2K - $38.1K
|
9.03K
$1.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-254- 5.04% |
$37.6K - $40.6K
|
4.78K
$710K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-346- 3.74% |
$51.2K - $55.3K
|
8.92K
$1.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-379- 14.39% |
$56K - $60.6K
|
2.25K
$335K
|
|
|
Jan 20, 2026
Q4 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-695- 2.1% |
$103K - $111K
|
32.5K
$4.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.19K- 36.09% |
$176K - $191K
|
2.11K
$313K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.33K- 2.82% |
$197K - $213K
|
45.9K
$6.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.21K- 11.22% |
$326K - $353K
|
17.5K
$2.59M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.68K- 2.98% |
$396K - $428K
|
87.2K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.8K- 31.76% |
$562K - $608K
|
8.17K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.84K- 52.09% |
$568K - $614K
|
3.53K
$524K
|
|