GWA
Genesis Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
1,511
-25
| -2% | -$5.4K | 0.24% | 43 |
|
|
2025
Q1 | $306K | Hold |
1,536
| – | – | 0.25% | 42 |
|
|
2024
Q4 | $339K | Buy |
+1,536
| New | +$339K | 0.3% | 43 |
|
|
2015
Q2 | $2.25M | Sell |
17,993
-730
| -4% | -$91.2K | 1.83% | 17 |
|
|
2015
Q1 | $2.33M | Sell |
18,723
-350
| -2% | -$43.5K | 1.94% | 17 |
|
|
2014
Q4 | $2.34M | Buy |
+19,073
| New | +$2.34M | 1.86% | 14 |
|