iShares Russell 2000 Index shares owned by GenTrust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by GenTrust
from 13F filings
Historical chart of GenTrust investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by GenTrust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.5k | 241.96 |
| 2025-06-30 | $1.9M | 8.8k | 215.78 |
| 2025-03-31 | $2.5M | 13k | 199.50 |
| 2024-12-31 | $2.2M | 9.9k | 220.96 |
| 2024-09-30 | $2.2M | 9.8k | 220.88 |
| 2024-06-30 | $1.0M | 5.1k | 202.89 |
| 2024-03-31 | $883k | 4.2k | 210.28 |
| 2023-12-31 | $720k | 3.6k | 200.73 |
| 2023-09-30 | $637k | 3.6k | 177.58 |
| 2023-06-30 | $700k | 3.7k | 187.25 |
| 2023-03-31 | $666k | 3.7k | 178.41 |
| 2022-12-31 | $651k | 3.7k | 174.35 |
| 2022-09-30 | $726k | 4.4k | 164.96 |
| 2022-06-30 | $711k | 4.2k | 169.25 |
| 2022-03-31 | $842k | 4.1k | 205.32 |
| 2021-12-31 | $846k | 4.2k | 203.37 |
| 2021-09-30 | $1.0M | 4.8k | 218.79 |
| 2021-06-30 | $954k | 4.2k | 229.33 |
| 2021-03-31 | $882k | 4.2k | 212.07 |
| 2020-12-31 | $798k | 4.1k | 196.17 |
| 2020-09-30 | $859k | 5.7k | 149.86 |
| 2020-06-30 | $784k | 5.5k | 143.14 |
| 2020-03-31 | $2.0M | 17k | 114.55 |
| 2019-12-31 | $6.9M | 42k | 165.67 |
| 2019-09-30 | $6.4M | 42k | 151.37 |
| 2019-06-30 | $6.5M | 42k | 155.49 |
| 2019-03-31 | $6.1M | 40k | 153.10 |
| 2018-12-31 | $5.2M | 39k | 133.89 |
| 2018-09-30 | $6.8M | 40k | 168.99 |
| 2018-06-30 | $7.4M | 45k | 163.76 |
| 2018-03-31 | $8.0M | 53k | 151.83 |
| 2017-12-31 | $7.3M | 48k | 152.47 |
| 2017-09-30 | $5.8M | 39k | 148.18 |
| 2017-06-30 | $5.7M | 41k | 140.93 |
| 2017-03-31 | $11M | 81k | 137.47 |
| 2016-12-31 | $12M | 88k | 134.85 |