Howard Marks’s iShares Russell 2000 ETF IWM Stock Holding History

Howard Marks’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-220,000	Closed	-$53.2M	–	174
2025 Q3	$53.2M	Sell	220,000 -20,000	-8%	-$4.59M	0.82%	29
2025 Q2	$51.8M	Buy	+240,000	New	+$48.3M	0.89%	26
2022 Q1	–	Sell	-500,000	Closed	-$111M	–	364
2021 Q4	$111M	Buy	+500,000	New	+$113M	1.22%	18
2020 Q2	–	Sell	-727,700	Closed	-$83.3M	–	194
2020 Q1	$83.3M	Buy	+727,700	New	+$108M	2.34%	8
2016 Q2	–	Sell	-150,000	Closed	-$16.6M	–	187
2016 Q1	$16.6M	Buy	+150,000	New	+$15.5M	0.3%	92
2015 Q4	–	Sell	-162,500	Closed	-$17.7M	–	195
2015 Q3	$17.7M	Buy	+162,500	New	+$19.3M	0.23%	88
2014 Q1	–	Sell	-430,000	Closed	-$49.6M	–	161
2013 Q4	$49.6M	Buy	+430,000	New	+$47.5M	0.91%	31

Other funds holding IWM

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return