Geneva Partners
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Geneva Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Geneva Partners’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
Q3 		$543K Hold
1,955
– – 0.16% 68
2026
Q2 		$587K Buy
1,955
+149
+8% +$41.9K 0.16% 58
2026
Q1 		$448K Sell
1,806
-73
-4% -$18.8K 0.22% 52
2025
Q4 		$462K Buy
1,879
+1
+0.1% +$246 0.16% 56
2025
Q3 		$454K Buy
1,878
+1
+0.1% +$229 0.17% 58
2025
Q2 		$405K Sell
1,877
-2,756
-59% -$555K 0.16% 62
2025
Q1 		$924K Sell
4,633
-876
-16% -$190K 0.48% 40
2024
Q4 		$1.22M Sell
5,509
-140
-2% -$31.9K 0.49% 39
2024
Q3 		$1.25M Buy
5,649
+369
+7% +$79K 0.54% 42
2024
Q2 		$1.07M Buy
5,280
+2,490
+89% +$503K 0.44% 47
2024
Q1 		$587K Sell
2,790
-384
-12% -$76.6K 0.26% 55
2023
Q4 		$637K Buy
+3,174
New +$569K 0.35% 52
2022
Q1 		– Sell
-2,466
Closed -$549K – 99
2021
Q4 		$549K Sell
2,466
-1,935
-44% -$437K 0.26% 65
2021
Q3 		$963K Buy
4,401
+403
+10% +$89.3K 0.46% 47
2021
Q2 		$917K Buy
3,998
+303
+8% +$68.1K 0.42% 53
2021
Q1 		$816K Buy
3,695
+433
+13% +$94.5K 0.42% 52
2020
Q4 		$640K Buy
+3,262
New +$571K 0.34% 63

Other funds holding IWM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Geneva Partners's IWM Position: Q3 2026 in Review

Geneva Partners held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,955 shares worth $543K. The position accounts for 0.16% of the portfolio, ranked #68.

Geneva Partners first reported a position in IWM in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.25M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Geneva Partners held 1,955 shares of iShares Russell 2000 ETF worth $543K as of Q3 2026.
  • Geneva Partners left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.16% of Geneva Partners's portfolio in Q3 2026, its #68 holding.
  • Geneva Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 17 quarters since.
  • Geneva Partners's iShares Russell 2000 ETF position peaked at $1.25M in Q3 2024.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.