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 Q3	$1.16M	Hold	4,176	–	–	0.62%	39
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

General Partner Inc's IWM Position: Q3 2026 in Review

General Partner Inc held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 4,176 shares worth $1.16M. The position accounts for 0.62% of the portfolio, ranked #39.

General Partner Inc first reported a position in IWM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.25M in Q2 2026. 772 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

General Partner Inc held 4,176 shares of iShares Russell 2000 ETF worth $1.16M as of Q3 2026.
General Partner Inc left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.62% of General Partner Inc's portfolio in Q3 2026, its #39 holding.
General Partner Inc first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 11 quarters since.
General Partner Inc's iShares Russell 2000 ETF position peaked at $1.25M in Q2 2026.
772 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.