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
2025 Q3	$2.6M	Sell
2025 Q2	$2.4M	Sell
2025 Q1	$2.27M	Buy
2024 Q4	$2.37M	Sell
2024 Q3	$2.43M	Buy
2021 Q3	–	Sell
2021 Q2	$125K	Buy