Gen-Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Gen-Wealth Partners’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	$747K	Sell	3,012 -35	-1%	-$9.03K	0.24%	88
2025 Q4	$750K	Hold	3,047	–	–	0.24%	81
2025 Q3	$737K	Hold	3,047	–	–	0.25%	101
2025 Q2	$658K	Hold	3,047	–	–	0.25%	101
2025 Q1	$608K	Sell	3,047 -1,386	-31%	-$301K	0.25%	103
2024 Q4	$980K	Buy	4,433 +124	+3%	+$28.3K	0.42%	54
2024 Q3	$954K	Buy	4,309 +379	+10%	+$81.1K	0.42%	54
2024 Q2	$797K	Buy	3,930 +456	+13%	+$92.2K	0.39%	59
2024 Q1	$731K	Buy	+3,474	New	+$693K	0.36%	61

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

Gen-Wealth Partners's IWM Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q1 2026, selling an estimated $9.03K and leaving 3,012 shares worth $747K. The position accounts for 0.24% of the portfolio, ranked #88.

Gen-Wealth Partners first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $980K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Gen-Wealth Partners held 3,012 shares of iShares Russell 2000 ETF worth $747K as of Q1 2026.
Gen-Wealth Partners sold 35 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.03K.
iShares Russell 2000 ETF made up 0.24% of Gen-Wealth Partners's portfolio in Q1 2026, its #88 holding.
Gen-Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares Russell 2000 ETF position peaked at $980K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.