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
Download as csvQuarterly 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 |