Genesis Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
TCT
Genesis Wealth Advisors's IWR Position: Q2 2015 in Review
Genesis Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 79% in Q2 2015, buying an estimated $16.5K and bringing the position to 860 shares worth $36.6K. The position accounts for 0.03% of the portfolio, ranked #214.
Genesis Wealth Advisors first reported a position in IWR in Q4 2014 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold IWR as of Q2 2015.
- Genesis Wealth Advisors held 860 shares of iShares Russell Mid-Cap ETF worth $36.6K as of Q2 2015.
- Genesis Wealth Advisors bought 380 iShares Russell Mid-Cap ETF shares in Q2 2015, an estimated $16.5K.
- iShares Russell Mid-Cap ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #214 holding.
- Genesis Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 3 quarters since.
- 448 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2015.
Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.