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
2025 Q3	$552K	Hold
2025 Q2	$527K	Hold
2025 Q1	$510K	Sell
2024 Q4	$513K	Buy
2015 Q2	$522K	Sell
2015 Q1	$648K	Sell
2014 Q4	$684K	Buy