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 Q2	$1.06M	Buy	3,544 +273	+8%	+$76.7K	0.52%	34
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MB Generational Wealth's IWM Position: Q2 2026 in Review

MB Generational Wealth increased its iShares Russell 2000 ETF (IWM) stake by 8.3% in Q2 2026, buying an estimated $76.7K and bringing the position to 3,544 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #34.

MB Generational Wealth first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

MB Generational Wealth held 3,544 shares of iShares Russell 2000 ETF worth $1.06M as of Q2 2026.
MB Generational Wealth bought 273 iShares Russell 2000 ETF shares in Q2 2026, an estimated $76.7K.
iShares Russell 2000 ETF made up 0.52% of MB Generational Wealth's portfolio in Q2 2026, its #34 holding.
MB Generational Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.