Geneos Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.88M | Buy |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $3.2M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $4.48M | Buy |
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|
2023
Q3 | $3.8M | Buy |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $3.41M | Sell |
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|
2022
Q4 | $6.54M | Sell |
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|
2022
Q3 | $9.78M | Sell |
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|
2022
Q2 | $11.4M | Sell |
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|
2022
Q1 | $18.7M | Sell |
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|
2021
Q4 | $19.2M | Sell |
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|
2021
Q3 | $18.3M | Buy |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $17.7M | Buy |
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|
2020
Q4 | $16.5M | Buy |
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|
2020
Q3 | $439K | Hold |
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|
2020
Q2 | $413K | Buy |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $527K | Buy |
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|
2019
Q3 | $492K | Sell |
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|
2019
Q2 | $491K | Buy |
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|
2019
Q1 | $476K | Buy |
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|
2018
Q4 | $411K | Buy |
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|
2018
Q3 | $302K | Buy |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $348K | Sell |
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|
2017
Q4 | $377K | Buy |
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|
2017
Q3 | $308K | Buy |
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|
2017
Q2 | $295K | Sell |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $270K | Buy |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $219K | Buy |
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|
2016
Q1 | $155K | Buy |
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