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General Partner Inc’s iShares Russell 2000 ETF IWM Stock Holding History

General Partner Inc’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 		$1.25M Hold
4,176
– – 0.68% 37
2026
Q1 		$1.04M Hold
4,176
– – 0.63% 39
2025
Q4 		$1.03M Hold
4,176
– – 0.58% 39
2025
Q3 		$1.01M Hold
4,176
– – 0.56% 40
2025
Q2 		$901K Hold
4,176
– – 0.53% 42
2025
Q1 		$833K Hold
4,176
– – 0.54% 41
2024
Q4 		$923K Hold
4,176
– – 0.56% 40
2024
Q3 		$922K Hold
4,176
– – 0.57% 40
2024
Q2 		$847K Hold
4,176
– – 0.54% 41
2024
Q1 		$878K Buy
+4,176
New +$833K 0.55% 40

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

General Partner Inc's IWM Position: Q2 2026 in Review

General Partner Inc held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 4,176 shares worth $1.25M. The position accounts for 0.68% of the portfolio, ranked #37.

General Partner Inc first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • General Partner Inc held 4,176 shares of iShares Russell 2000 ETF worth $1.25M as of Q2 2026.
  • General Partner Inc left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.68% of General Partner Inc's portfolio in Q2 2026, its #37 holding.
  • General Partner Inc first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.