MFGM
IWM icon

Marshall Financial Group (Maryland)’s iShares Russell 2000 ETF IWM Stock Holding History

Marshall Financial Group (Maryland)’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 		$602K Buy
2,004
+505
+34% +$142K 0.09% 199
2026
Q1 		$372K Hold
1,499
– – 0.06% 227
2025
Q4 		$369K Hold
1,499
– – 0.07% 223
2025
Q3 		$363K Hold
1,499
– – 0.07% 199
2025
Q2 		$329K Hold
1,499
– – 0.06% 205
2025
Q1 		$299K Hold
1,499
– – 0.07% 193
2024
Q4 		$331K Hold
1,499
– – 0.08% 174
2024
Q3 		$331K Hold
1,499
– – 0.08% 172
2024
Q2 		$304K Hold
1,499
– – 0.09% 147
2024
Q1 		$315K Hold
1,499
– – 0.09% 147
2023
Q4 		$301K Hold
1,499
– – 0.1% 149
2023
Q3 		$265K Hold
1,499
– – 0.1% 149
2023
Q2 		$281K Hold
1,499
– – 0.1% 146
2023
Q1 		$267K Buy
+1,499
New +$276K 0.1% 155

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IWM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its iShares Russell 2000 ETF (IWM) stake by 34% in Q2 2026, buying an estimated $142K and bringing the position to 2,004 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #199.

Marshall Financial Group (Maryland) first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,004 shares of iShares Russell 2000 ETF worth $602K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 505 iShares Russell 2000 ETF shares in Q2 2026, an estimated $142K.
  • iShares Russell 2000 ETF made up 0.09% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #199 holding.
  • Marshall Financial Group (Maryland) first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.