Genesis Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
$352K Buy
3,560
+370
+12% +$36.6K 0.29% 33
2015
Q1
$314K Hold
3,190
0.26% 41
2014
Q4
$321K Buy
+3,190
New +$321K 0.25% 42