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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Marquette Associates's IWM Position: Q1 2026 in Review

Marquette Associates opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 3,313 shares worth $822K. The stake represents 0.89% of the portfolio and ranks #14 among its holdings. This is a return to the name: Marquette Associates previously reported a position in IWM as recently as Q3 2025.

Marquette Associates first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.36M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Marquette Associates held 3,313 shares of iShares Russell 2000 ETF worth $822K as of Q1 2026.
iShares Russell 2000 ETF was a new Marquette Associates position in Q1 2026.
iShares Russell 2000 ETF made up 0.89% of Marquette Associates's portfolio in Q1 2026, its #14 holding.
Marquette Associates first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
Marquette Associates's iShares Russell 2000 ETF position peaked at $8.36M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Marquette Associates's 13F filing for Q1 2026, filed 15 May 2026.