Genesis Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.7M	Buy	60,220 +96	+0.2%	+$18.6K	5.51%	3
2025 Q1	$11.3M	Sell	60,124 -812	-1%	-$153K	6%	3
2024 Q4	$11.3M	Buy	+60,936	New	+$11.3M	6.22%	3