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

Genesis Wealth Advisors’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	$658K	Hold	2,713	–	–	0.39%	26
2026 Q1	$580K	Hold	2,713	–	–	0.39%	25
2025 Q4	$571K	Hold	2,713	–	–	0.39%	32
2025 Q3	$552K	Hold	2,713	–	–	0.39%	33
2025 Q2	$527K	Hold	2,713	–	–	0.4%	32
2025 Q1	$510K	Sell	2,713 -56	-2%	-$10.7K	0.41%	32
2024 Q4	$513K	Buy	+2,769	New	+$531K	0.45%	34
2015 Q2	$522K	Sell	5,061 -1,244	-20%	-$130K	0.42%	27
2015 Q1	$648K	Sell	6,305 -161	-2%	-$16.7K	0.54%	29
2014 Q4	$684K	Buy	+6,466	New	+$659K	0.54%	29

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Genesis Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,713 shares worth $658K. The position accounts for 0.39% of the portfolio, ranked #26.

Genesis Wealth Advisors first reported a position in IWD in Q4 2014 and has held it in 10 quarters since. The position peaked at $684K in Q4 2014. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Genesis Wealth Advisors held 2,713 shares of iShares Russell 1000 Value ETF worth $658K as of Q2 2026.
Genesis Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.39% of Genesis Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Genesis Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $684K in Q4 2014.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.