Marquette Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Marquette Associates’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	–	Sell	-3,313	Closed	-$822K	–	41
2026 Q1	$822K	Buy	+3,313	New	+$855K	0.89%	14
2025 Q4	–	Sell	-2,501	Closed	-$605K	–	32
2025 Q3	$605K	Buy	2,501 +38	+2%	+$8.72K	0.73%	16
2025 Q2	$532K	Buy	2,463 +2,156	+702%	+$434K	0.52%	18
2025 Q1	$61.3K	Sell	307 -37,528	-99%	-$8.14M	0.06%	25
2024 Q4	$8.36M	Buy	37,835 +351	+0.9%	+$80K	6.93%	5
2024 Q3	$8.28M	Buy	37,484 +127	+0.3%	+$27.2K	5.96%	7
2024 Q2	$7.58M	Sell	37,357 -128	-0.3%	-$25.9K	5.71%	8
2024 Q1	$7.88M	Buy	37,485 +28,941	+339%	+$5.77M	5.57%	8
2023 Q4	$7.5M	Buy	+8,544	New	+$1.53M	7.54%	5

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marquette Associates's IWM Position: Q2 2026 in Review

Marquette Associates sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 3,313 shares — an estimated $822K sold.

Marquette Associates first reported a position in IWM in Q4 2023 and held it in 9 quarters. The position peaked at $8.36M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Marquette Associates reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Marquette Associates sold 3,313 iShares Russell 2000 ETF shares in Q2 2026, an estimated $822K.
Marquette Associates first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 9 quarters.
Marquette Associates's iShares Russell 2000 ETF position peaked at $8.36M in Q4 2024.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Marquette Associates's 13F filing for Q2 2026, filed 14 Aug 2026.