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Marathon Trading Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Marathon Trading Investment Management’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
Q3 		– Sell
-7,300
Closed -$1.58M – 330
2025
Q2 		$1.58M Buy
7,300
+6,800
+1,360% +$1.37M 0.19% 81
2025
Q1 		$99.7K Buy
+500
New +$108K 0.01% 273
2024
Q4 		– Sell
-15,500
Closed -$3.42M – 336
2024
Q3 		$3.42M Buy
15,500
+10,130
+189% +$2.17M 0.31% 51
2024
Q2 		$1.09M Buy
5,370
+4,470
+497% +$903K 0.08% 100
2024
Q1 		$189K Sell
900
-12,500
-93% -$2.49M 0.01% 264
2023
Q4 		$2.69M Buy
13,400
+11,000
+458% +$1.97M 0.13% 92
2023
Q3 		$424K Hold
2,400
– – 0.04% 165
2023
Q2 		$449K Hold
2,400
– – 0.04% 133
2023
Q1 		$428K Hold
2,400
– – 0.03% 140
2022
Q4 		$418K Hold
2,400
– – 0.05% 139
2022
Q3 		$396K Hold
2,400
– – 0.04% 171
2022
Q2 		$406K Sell
2,400
-3,000
-56% -$553K 0.05% 171
2022
Q1 		$1.11M Buy
+5,400
New +$1.1M 0.1% 130
2021
Q4 		– Sell
-3,300
Closed -$722K – 352
2021
Q3 		$722K Sell
3,300
-2,600
-44% -$576K 0.05% 179
2021
Q2 		$1.35M Buy
+5,900
New +$1.33M 0.13% 107
2020
Q3 		– Sell
-3,700
Closed -$530K – 272
2020
Q2 		$530K Buy
+3,700
New +$486K 0.07% 141
2018
Q1 		– Sell
-106,000
Closed -$16.2M – 196
2017
Q4 		$16.2M Buy
+106,000
New +$15.9M 0.45% 20
2017
Q1 		– Sell
-9,500
Closed -$1.28M – 179
2016
Q4 		$1.28M Buy
+9,500
New +$1.21M 0.15% 55

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Marathon Trading Investment Management's IWM Position: Q3 2025 in Review

Marathon Trading Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 7,300 shares — an estimated $1.58M sold.

Marathon Trading Investment Management first reported a position in IWM in Q4 2016 and held it in 18 quarters. The position peaked at $16.2M in Q4 2017. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Marathon Trading Investment Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Marathon Trading Investment Management sold 7,300 iShares Russell 2000 ETF shares in Q3 2025, an estimated $1.58M.
  • Marathon Trading Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 18 quarters.
  • Marathon Trading Investment Management's iShares Russell 2000 ETF position peaked at $16.2M in Q4 2017.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Marathon Trading Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.