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 Q2	$3.26M	Sell	10,849 -64	-0.6%	-$18K	1.03%	19
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Genesee Capital Advisors's IWM Position: Q2 2026 in Review

Genesee Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.59% in Q2 2026, selling an estimated $18K and leaving 10,849 shares worth $3.26M. The position accounts for 1.03% of the portfolio, ranked #19.

Genesee Capital Advisors first reported a position in IWM in Q2 2021 and has held it in 9 quarters since. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Genesee Capital Advisors held 10,849 shares of iShares Russell 2000 ETF worth $3.26M as of Q2 2026.
Genesee Capital Advisors sold 64 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18K.
iShares Russell 2000 ETF made up 1.03% of Genesee Capital Advisors's portfolio in Q2 2026, its #19 holding.
Genesee Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 9 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.