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

Genesis Private Wealth’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.3M	Buy	63,143 +1,564	+3%	+$364K	4.3%	3
2026 Q1	$13.2M	Sell	61,579 -5,207	-8%	-$1.14M	4.14%	4
2025 Q4	$14M	Buy	66,786 +5,526	+9%	+$1.14M	4.36%	4
2025 Q3	$12.5M	Buy	61,260 +1,040	+2%	+$207K	5.24%	3
2025 Q2	$11.7M	Buy	60,220 +96	+0.2%	+$17.8K	5.51%	3
2025 Q1	$11.3M	Sell	60,124 -812	-1%	-$155K	6%	3
2024 Q4	$11.3M	Buy	+60,936	New	+$11.7M	6.22%	3

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Genesis Private Wealth's IWD Position: Q2 2026 in Review

Genesis Private Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 2.5% in Q2 2026, buying an estimated $364K and bringing the position to 63,143 shares worth $15.3M. The position accounts for 4.3% of the portfolio, ranked #3.

Genesis Private Wealth first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Genesis Private Wealth held 63,143 shares of iShares Russell 1000 Value ETF worth $15.3M as of Q2 2026.
Genesis Private Wealth bought 1,564 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $364K.
iShares Russell 1000 Value ETF made up 4.3% of Genesis Private Wealth's portfolio in Q2 2026, its #3 holding.
Genesis Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
478 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.