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

Marathon Strategic Advisors’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
2026 Q2	$288K	Sell	957 -3	-0.3%	-$843	0.16%	45
2026 Q1	$238K	Hold	960	–	–	0.17%	46
2025 Q4	$236K	Sell	960 -3	-0.3%	-$738	0.18%	46
2025 Q3	$233K	Sell	963 -7	-0.7%	-$1.61K	0.19%	47
2025 Q2	$209K	Buy	+970	New	+$195K	0.19%	40
2025 Q1	–	Sell	-970	Closed	-$214K	–	38
2024 Q4	$214K	Sell	970 -3	-0.3%	-$684	0.23%	36
2024 Q3	$215K	Sell	973 -27	-3%	-$5.78K	0.23%	36
2024 Q2	$203K	Buy	+1,000	New	+$202K	0.24%	42

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Marathon Strategic Advisors's IWM Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.31% in Q2 2026, selling an estimated $843 and leaving 957 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #45.

Marathon Strategic Advisors first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Marathon Strategic Advisors held 957 shares of iShares Russell 2000 ETF worth $288K as of Q2 2026.
Marathon Strategic Advisors sold 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
iShares Russell 2000 ETF made up 0.16% of Marathon Strategic Advisors's portfolio in Q2 2026, its #45 holding.
Marathon Strategic Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.