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Marshall & Sterling Wealth Advisors »

iShares Russell 2000 Index shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Marshall & Sterling Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$145k	586	248.09

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)

Wisdomtree Us MF Closed and MF Open (DGRW)

Neos S&p MF Closed and MF Open (SPYI)

Vaneck Morningstar MF Closed and MF Open (MOAT)

Fidelity High MF Closed and MF Open (FDVV)

Vanguard Information MF Closed and MF Open (VGT)

Ishares Msci MF Closed and MF Open (GARP)

Invesco S&p MF Closed and MF Open (RWK)

Vanguard Mid MF Closed and MF Open (VO)

Tortoise North MF Closed and MF Open (TPYP)

Swan Hedged MF Closed and MF Open (HEGD)

Vanguard Growth MF Closed and MF Open (VUG)

Invesco S&p MF Closed and MF Open (IDMO)

Jpmorgan Hedged MF Closed and MF Open (HELO)

Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding iShares Russell 2000 Index

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Citadel Advisors

Citigroup

Tudor Investment Corporation

Goldman Sachs Group

Morgan Stanley

Wells Fargo & Company

View all funds holding iShares Russell 2000 Index

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