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Marcum Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Marcum Wealth’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
Q1 		$577K Sell
2,890
-343
-11% -$74.4K 0.05% 177
2024
Q4 		$714K Buy
3,233
+414
+15% +$94.4K 0.06% 150
2024
Q3 		$623K Sell
2,819
-124
-4% -$26.5K 0.06% 162
2024
Q2 		$597K Buy
2,943
+43
+1% +$8.69K 0.06% 164
2024
Q1 		$610K Sell
2,900
-1,315
-31% -$262K 0.06% 162
2023
Q4 		$846K Buy
4,215
+1,155
+38% +$207K 0.09% 116
2023
Q3 		$541K Buy
3,060
+89
+3% +$16.7K 0.07% 157
2023
Q2 		$556K Sell
2,971
-146
-5% -$26K 0.07% 156
2023
Q1 		$556K Sell
3,117
-239
-7% -$44K 0.07% 159
2022
Q4 		$585K Buy
3,356
+49
+1% +$8.71K 0.08% 150
2022
Q3 		$545K Sell
3,307
-104
-3% -$19K 0.08% 147
2022
Q2 		$578K Buy
3,411
+206
+6% +$38K 0.09% 141
2022
Q1 		$658K Sell
3,205
-2,899
-47% -$591K 0.09% 131
2021
Q4 		$1.36M Buy
6,104
+543
+10% +$123K 0.19% 78
2021
Q3 		$1.22M Buy
5,561
+1,751
+46% +$388K 0.19% 76
2021
Q2 		$874K Sell
3,810
-945
-20% -$212K 0.14% 107
2021
Q1 		$1.05M Buy
4,755
+2,719
+134% +$594K 0.17% 85
2020
Q4 		$399K Buy
+2,036
New +$356K 0.09% 78

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marcum Wealth's IWM Position: Q1 2025 in Review

Marcum Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2025, selling an estimated $74.4K and leaving 2,890 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #177.

Marcum Wealth first reported a position in IWM in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.36M in Q4 2021. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Marcum Wealth held 2,890 shares of iShares Russell 2000 ETF worth $577K as of Q1 2025.
  • Marcum Wealth sold 343 iShares Russell 2000 ETF shares in Q1 2025, an estimated $74.4K.
  • iShares Russell 2000 ETF made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #177 holding.
  • Marcum Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's iShares Russell 2000 ETF position peaked at $1.36M in Q4 2021.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.