Genesee Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
9,280
+115
| +1% | +$39.1K | 1.41% | 17 |
|
|
2025
Q1 | $2.81M | Buy |
9,165
+749
| +9% | +$230K | 1.41% | 14 |
|
|
2024
Q4 | $2.71M | Sell |
8,416
-231
| -3% | -$74.4K | 1.26% | 15 |
|
|
2024
Q3 | $2.72M | Sell |
8,647
-1,406
| -14% | -$442K | 1.31% | 14 |
|
|
2024
Q2 | $2.99M | Buy |
10,053
+25
| +0.2% | +$7.44K | 1.47% | 15 |
|
|
2024
Q1 | $2.89M | Sell |
10,028
-134
| -1% | -$38.6K | 1.58% | 13 |
|
|
2023
Q4 | $2.67M | Buy |
+10,162
| New | +$2.67M | 1.64% | 16 |
|