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iShares Russell 2000 Index shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $737k 3.0k 241.96
2025-06-30 $658k 3.0k 215.79
2025-03-31 $608k 3.0k 199.49
2024-12-31 $980k 4.4k 220.96
2024-09-30 $954k 4.3k 221.44
2024-06-30 $797k 3.9k 202.89
2024-03-31 $731k 3.5k 210.30