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Genesis Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Genesis Private Wealth’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 		$466K Hold
1,552
– – 0.13% 91
2026
Q1 		$385K Sell
1,552
-5,260
-77% -$1.36M 0.12% 101
2025
Q4 		$1.68M Buy
6,812
+4,696
+222% +$1.15M 0.52% 47
2025
Q3 		$512K Buy
+2,116
New +$486K 0.22% 60

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Genesis Private Wealth's IWM Position: Q2 2026 in Review

Genesis Private Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,552 shares worth $466K. The position accounts for 0.13% of the portfolio, ranked #91.

Genesis Private Wealth first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.68M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Genesis Private Wealth held 1,552 shares of iShares Russell 2000 ETF worth $466K as of Q2 2026.
  • Genesis Private Wealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.13% of Genesis Private Wealth's portfolio in Q2 2026, its #91 holding.
  • Genesis Private Wealth first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Genesis Private Wealth's iShares Russell 2000 ETF position peaked at $1.68M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.