Marathon Strategic Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+970
New +$209K 0.19% 40
2025
Q1
Sell
-970
Closed -$214K 38
2024
Q4
$214K Sell
970
-3
-0.3% -$663 0.23% 36
2024
Q3
$215K Sell
973
-27
-3% -$5.97K 0.23% 36
2024
Q2
$203K Buy
+1,000
New +$203K 0.24% 42