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Marathon Asset Management (New York)’s iShares Russell 2000 ETF IWM Stock Holding History

Marathon Asset Management (New York)’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
2024
Q2 		– Sell
-6,635
Closed -$242K – 11
2024
Q1 		$242K Buy
+6,635
New +$1.32M 0.11% 10
2023
Q2 		– Sell
-11,600
Closed -$1.42M – 11
2023
Q1 		$1.42M Buy
+11,600
New +$2.14M 0.6% 5
2017
Q4 		– Sell
-1,500,000
Closed -$222M – 15
2017
Q3 		$222M Buy
+1,500,000
New +$211M 24.64% 2
2016
Q3 		– Sell
-2,407,500
Closed -$277M – 15
2016
Q2 		$277M Buy
+2,407,500
New +$272M 14.65% 2
2014
Q4 		– Sell
-1,000,000
Closed -$109M – 27
2014
Q3 		$109M Buy
+1,000,000
New +$114M 15.14% 2
2014
Q2 		– Sell
-1,000,000
Closed -$116M – 36
2014
Q1 		$116M Buy
+1,000,000
New +$115M 9.11% 2

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