GWM
IWM icon

Geneos Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Geneos Wealth Management’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 		$8.61M Sell
34,709
-6,545
-16% -$1.69M 0.2% 114
2025
Q4 		$10.2M Buy
41,254
+1,987
+5% +$489K 0.25% 97
2025
Q3 		$9.5M Buy
39,267
+4,309
+12% +$989K 0.24% 101
2025
Q2 		$7.54M Sell
34,958
-27,442
-44% -$5.52M 0.18% 137
2025
Q1 		$12.4M Buy
62,400
+32,748
+110% +$7.1M 0.18% 139
2024
Q4 		$6.55M Buy
29,652
+250
+0.9% +$57K 0.23% 99
2024
Q3 		$6.49M Buy
29,402
+960
+3% +$205K 0.25% 96
2024
Q2 		$5.77M Sell
28,442
-91
-0.3% -$18.4K 0.26% 87
2024
Q1 		$6M Sell
28,533
-372
-1% -$74.2K 0.27% 85
2023
Q4 		$5.8M Sell
28,905
-15,086
-34% -$2.7M 0.29% 83
2023
Q3 		$7.77M Sell
43,991
-12,949
-23% -$2.43M 0.4% 48
2023
Q2 		$10.7M Buy
56,940
+6,496
+13% +$1.16M 0.56% 35
2023
Q1 		$9M Sell
50,444
-12,765
-20% -$2.35M 0.55% 34
2022
Q4 		$11M Buy
63,209
+44,035
+230% +$7.83M 0.67% 23
2022
Q3 		$3.16M Sell
19,174
-1,524
-7% -$278K 0.22% 112
2022
Q2 		$3.55M Sell
20,698
-817
-4% -$151K 0.18% 133
2022
Q1 		$4.42M Sell
21,515
-15,082
-41% -$3.08M 0.19% 128
2021
Q4 		$8.14M Sell
36,597
-5,971
-14% -$1.35M 0.31% 63
2021
Q3 		$9.46M Sell
42,568
-3,439
-7% -$762K 0.36% 56
2021
Q2 		$10.5M Sell
46,007
-6,883
-13% -$1.55M 0.41% 49
2021
Q1 		$11.9M Sell
52,890
-1,102
-2% -$241K 0.33% 74
2020
Q4 		$11.2M Buy
53,992
+27,840
+106% +$4.87M 0.45% 47
2020
Q3 		$3.83M Buy
26,152
+216
+0.8% +$32.5K 0.2% 114
2020
Q2 		$3.54M Buy
25,936
+880
+4% +$115K 0.2% 119
2020
Q1 		$2.82M Sell
25,056
-12,891
-34% -$1.92M 0.19% 123
2019
Q4 		$6.29M Buy
37,947
+1,030
+3% +$163K 0.34% 73
2019
Q3 		$5.58M Buy
36,917
+1,559
+4% +$238K 0.33% 75
2019
Q2 		$5.5M Sell
35,358
-6,131
-15% -$945K 0.34% 73
2019
Q1 		$6.35M Sell
41,489
-9,635
-19% -$1.45M 0.42% 53
2018
Q4 		$6.8M Buy
51,124
+10,980
+27% +$1.64M 0.5% 39
2018
Q3 		$6.77M Buy
40,144
+16,179
+68% +$2.73M 0.45% 43
2018
Q2 		$3.92M Buy
23,965
+1,079
+5% +$173K 0.31% 91
2018
Q1 		$3.47M Sell
22,886
-13,708
-37% -$2.12M 0.3% 90
2017
Q4 		$5.58M Sell
36,594
-1,145
-3% -$172K 0.5% 47
2017
Q3 		$5.59M Sell
37,739
-982
-3% -$138K 0.56% 37
2017
Q2 		$5.46M Buy
38,721
+1,280
+3% +$177K 0.56% 41
2017
Q1 		$5.15M Buy
37,441
+13,159
+54% +$1.8M 0.54% 42
2016
Q4 		$3.27M Sell
24,282
-4,209
-15% -$538K 0.43% 59
2016
Q3 		$3.54M Sell
28,491
-7,953
-22% -$967K 0.48% 49
2016
Q2 		$4.21M Sell
36,444
-4,990
-12% -$563K 0.61% 31
2016
Q1 		$4.6M Buy
+41,434
New +$4.29M 0.7% 27

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Geneos Wealth Management's IWM Position: Q1 2026 in Review

Geneos Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, selling an estimated $1.69M and leaving 34,709 shares worth $8.61M. The position accounts for 0.2% of the portfolio, ranked #114.

Geneos Wealth Management first reported a position in IWM in Q1 2016 and has held it in 41 quarters since. The position peaked at $12.4M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Geneos Wealth Management held 34,709 shares of iShares Russell 2000 ETF worth $8.61M as of Q1 2026.
  • Geneos Wealth Management sold 6,545 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.69M.
  • iShares Russell 2000 ETF made up 0.2% of Geneos Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Geneos Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares Russell 2000 ETF position peaked at $12.4M in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.