Genesis Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
$117K Hold
1,150
0.1% 103
2015
Q1
$119K Sell
1,150
-250
-18% -$25.8K 0.1% 100
2014
Q4
$143K Buy
+1,400
New +$143K 0.11% 90