Genesis Wealth Advisors’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 | $527K | Hold |
2,713
| – | – | 0.4% | 32 |
|
|
2025
Q1 | $510K | Sell |
2,713
-56
| -2% | -$10.5K | 0.41% | 32 |
|
|
2024
Q4 | $513K | Buy |
+2,769
| New | +$513K | 0.45% | 34 |
|
|
2015
Q2 | $522K | Sell |
5,061
-1,244
| -20% | -$128K | 0.42% | 27 |
|
|
2015
Q1 | $648K | Sell |
6,305
-161
| -2% | -$16.5K | 0.54% | 29 |
|
|
2014
Q4 | $684K | Buy |
+6,466
| New | +$684K | 0.54% | 29 |
|