MPA
IWM icon

Marvin & Palmer Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Marvin & Palmer 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 		$2.09M Buy
+6,950
New +$1.95M 1.31% 26
2023
Q1 		– Sell
-53,607
Closed -$9.35M – 31
2022
Q4 		$9.35M Buy
+53,607
New +$9.53M 4.92% 8

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marvin & Palmer Associates's IWM Position: Q2 2026 in Review

Marvin & Palmer Associates opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 6,950 shares worth $2.09M. The stake represents 1.31% of the portfolio and ranks #26 among its holdings. This is a return to the name: Marvin & Palmer Associates previously reported a position in IWM as recently as Q4 2022.

Marvin & Palmer Associates first reported a position in IWM in Q4 2022 and has held it in 2 quarters since. The position peaked at $9.35M in Q4 2022. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Marvin & Palmer Associates held 6,950 shares of iShares Russell 2000 ETF worth $2.09M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Marvin & Palmer Associates position in Q2 2026.
  • iShares Russell 2000 ETF made up 1.31% of Marvin & Palmer Associates's portfolio in Q2 2026, its #26 holding.
  • Marvin & Palmer Associates first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 2 quarters since.
  • Marvin & Palmer Associates's iShares Russell 2000 ETF position peaked at $9.35M in Q4 2022.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.