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 Q3	$837K	Hold	3,012	–	–	0.24%	96
2026 Q2	$905K	Hold	3,012	–	–	0.25%	86
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Gen-Wealth Partners's IWM Position: Q3 2026 in Review

Gen-Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 3,012 shares worth $837K. The position accounts for 0.24% of the portfolio, ranked #96.

Gen-Wealth Partners first reported a position in IWM in Q1 2024 and has held it in 11 quarters since. The position peaked at $980K in Q4 2024. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Gen-Wealth Partners held 3,012 shares of iShares Russell 2000 ETF worth $837K as of Q3 2026.
Gen-Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.24% of Gen-Wealth Partners's portfolio in Q3 2026, its #96 holding.
Gen-Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's iShares Russell 2000 ETF position peaked at $980K in Q4 2024.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.