Marshall & Sterling Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Marshall & Sterling Wealth Advisors’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	$176K	Hold	586	–	–	0.1%	98
2026 Q1	$145K	Hold	586	–	–	0.1%	104
2025 Q4	$144K	Sell	586 -114	-16%	-$28K	0.1%	98
2025 Q3	$169K	Hold	700	–	–	0.11%	92
2025 Q2	$151K	Buy	700 +1	+0.1%	+$201	0.1%	94
2025 Q1	$139K	Buy	699 +114	+19%	+$24.7K	0.09%	97
2024 Q4	$129K	Buy	+585	New	+$133K	0.09%	96

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

Marshall & Sterling Wealth Advisors's IWM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 586 shares worth $176K. The position accounts for 0.1% of the portfolio, ranked #98.

Marshall & Sterling Wealth Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Marshall & Sterling Wealth Advisors held 586 shares of iShares Russell 2000 ETF worth $176K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.