Genesee Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Genesee Capital Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.35M	Sell
2025 Q2	$3.15M	Buy
2025 Q1	$2.81M	Buy
2024 Q4	$2.71M	Sell
2024 Q3	$2.72M	Sell
2024 Q2	$2.99M	Buy
2024 Q1	$2.89M	Sell
2023 Q4	$2.67M	Buy