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

Genesis Wealth 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	$370K	Hold	1,491	–	–	0.25%	42
2025 Q4	$367K	Sell	1,491 -20	-1%	-$4.92K	0.25%	42
2025 Q3	$366K	Hold	1,511	–	–	0.26%	41
2025 Q2	$326K	Sell	1,511 -25	-2%	-$5.03K	0.24%	43
2025 Q1	$306K	Hold	1,536	–	–	0.25%	42
2024 Q4	$339K	Buy	+1,536	New	+$350K	0.3%	43
2015 Q2	$2.25M	Sell	17,993 -730	-4%	-$91.2K	1.83%	17
2015 Q1	$2.33M	Sell	18,723 -350	-2%	-$42.2K	1.94%	17
2014 Q4	$2.34M	Buy	+19,073	New	+$2.18M	1.86%	14

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Genesis Wealth Advisors's IWM Position: Q1 2026 in Review

Genesis Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,491 shares worth $370K. The position accounts for 0.25% of the portfolio, ranked #42.

Genesis Wealth Advisors first reported a position in IWM in Q4 2014 and has held it in 9 quarters since. The position peaked at $2.34M in Q4 2014. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Genesis Wealth Advisors held 1,491 shares of iShares Russell 2000 ETF worth $370K as of Q1 2026.
Genesis Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.25% of Genesis Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Genesis Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's iShares Russell 2000 ETF position peaked at $2.34M in Q4 2014.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.