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Genesee Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Genesee Capital Advisors’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 		$2.71M Sell
10,913
-263
-2% -$67.8K 1.13% 15
2025
Q4 		$2.75M Buy
11,176
+442
+4% +$109K 1.11% 16
2025
Q3 		$2.6M Sell
10,734
-408
-4% -$93.6K 1.13% 20
2025
Q2 		$2.4M Sell
11,142
-215
-2% -$43.3K 1.08% 22
2025
Q1 		$2.27M Buy
11,357
+620
+6% +$134K 1.13% 18
2024
Q4 		$2.37M Sell
10,737
-279
-3% -$63.6K 1.1% 20
2024
Q3 		$2.43M Buy
+11,016
New +$2.36M 1.17% 19
2021
Q3 		– Sell
-544
Closed -$125K – 131
2021
Q2 		$125K Buy
+544
New +$122K 0.02% 37

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