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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Geneva Partners's IWM Position: Q1 2026 in Review

Geneva Partners reduced its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q1 2026, selling an estimated $18.8K and leaving 1,806 shares worth $448K. The position accounts for 0.22% of the portfolio, ranked #52.

Geneva Partners first reported a position in IWM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.25M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Geneva Partners held 1,806 shares of iShares Russell 2000 ETF worth $448K as of Q1 2026.
  • Geneva Partners sold 73 iShares Russell 2000 ETF shares in Q1 2026, an estimated $18.8K.
  • iShares Russell 2000 ETF made up 0.22% of Geneva Partners's portfolio in Q1 2026, its #52 holding.
  • Geneva Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 15 quarters since.
  • Geneva Partners's iShares Russell 2000 ETF position peaked at $1.25M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.