MB Generational Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

MB Generational 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 Q1	$811K	Hold	3,271	–	–	0.45%	36
2025 Q4	$805K	Sell	3,271 -307	-9%	-$75.5K	0.43%	37
2025 Q3	$866K	Buy	+3,578	New	+$821K	0.55%	27
2025 Q1	$545K	Sell	2,730 -30	-1%	-$6.51K	0.41%	31
2024 Q4	$610K	Hold	2,760	–	–	0.45%	29
2024 Q3	$610K	Sell	2,760 -5	-0.2%	-$1.07K	0.44%	28
2024 Q2	$561K	Hold	2,765	–	–	0.43%	27
2024 Q1	$581K	Hold	2,765	–	–	0.46%	26
2023 Q4	$555K	Buy	+2,765	New	+$495K	0.52%	25

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

MB Generational Wealth's IWM Position: Q1 2026 in Review

MB Generational Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,271 shares worth $811K. The position accounts for 0.45% of the portfolio, ranked #36.

MB Generational Wealth first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $866K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

MB Generational Wealth held 3,271 shares of iShares Russell 2000 ETF worth $811K as of Q1 2026.
MB Generational Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.45% of MB Generational Wealth's portfolio in Q1 2026, its #36 holding.
MB Generational Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's iShares Russell 2000 ETF position peaked at $866K in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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