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GenTrust’s iShares Russell 2000 ETF IWM Stock Holding History

GenTrust’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
2021
Q1 		– Sell
-4,068
Closed -$798K – 164
2020
Q4 		$798K Buy
+4,068
New +$712K 0.07% 66

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GenTrust's IWM Position: Q2 2026 in Review

GenTrust reduced its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q2 2026, selling an estimated $3.09K and leaving 8,055 shares worth $2.42M. The position accounts for 0.09% of the portfolio, ranked #85.

GenTrust first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.8M in Q4 2016. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • GenTrust held 8,055 shares of iShares Russell 2000 ETF worth $2.42M as of Q2 2026.
  • GenTrust sold 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
  • iShares Russell 2000 ETF made up 0.09% of GenTrust's portfolio in Q2 2026, its #85 holding.
  • GenTrust first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
  • GenTrust's iShares Russell 2000 ETF position peaked at $11.8M in Q4 2016.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.