Geneos Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9M | Sell |
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|
2025
Q1 | $72.4M | Buy |
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|
2024
Q4 | $35.4M | Buy |
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|
2024
Q3 | $34.3M | Sell |
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|
2024
Q2 | $33M | Sell |
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|
2024
Q1 | $33.1M | Sell |
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|
2023
Q4 | $33M | Sell |
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|
2023
Q3 | $34.1M | Sell |
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|
2023
Q2 | $35.7M | Buy |
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|
2023
Q1 | $47.1K | Sell |
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|
2022
Q4 | $25.8M | Buy |
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|
2022
Q3 | $23.5M | Sell |
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|
2022
Q2 | $25.5M | Buy |
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|
2022
Q1 | $30M | Sell |
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|
2021
Q4 | $35.9M | Sell |
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|
2021
Q3 | $33.5M | Sell |
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|
2021
Q2 | $34M | Buy |
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|
2021
Q1 | $30.9M | Sell |
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|
2020
Q4 | $29.1M | Buy |
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|
2020
Q3 | $12.4M | Sell |
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|
2020
Q2 | $11.7M | Buy |
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|
2020
Q1 | $2.36M | Sell |
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|
2019
Q4 | $3.26M | Buy |
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|
2019
Q3 | $2.96M | Buy |
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|
2019
Q2 | $2.91M | Buy |
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|
2019
Q1 | $2.8M | Buy |
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|
2018
Q4 | $1.6M | Buy |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.53M | Sell |
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|
2018
Q1 | $1.51M | Buy |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1M | Buy |
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|
2017
Q2 | $770K | Buy |
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|
2017
Q1 | $120K | Hold |
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|
2016
Q4 | $114K | Sell |
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|
2016
Q3 | $123K | Sell |
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|
2016
Q2 | $124K | Hold |
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|
2016
Q1 | $122K | Buy |
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