GG
GenWealth Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
6,386
-15
| -0.2% | -$5.09K | 0.44% | 32 |
|
|
2025
Q1 | $1.96M | Sell |
6,401
-2
| -0% | -$613 | 0.43% | 31 |
|
|
2024
Q4 | $2.06M | Sell |
6,403
-212
| -3% | -$68.3K | 0.47% | 33 |
|
|
2024
Q3 | $2.08M | Sell |
6,615
-29
| -0.4% | -$9.12K | 0.48% | 33 |
|
|
2024
Q2 | $1.98M | Sell |
6,644
-194
| -3% | -$57.7K | 0.49% | 33 |
|
|
2024
Q1 | $1.97M | Sell |
6,838
-127
| -2% | -$36.6K | 0.5% | 32 |
|
|
2023
Q4 | $1.83M | Sell |
6,965
-661
| -9% | -$173K | 0.5% | 33 |
|
|
2023
Q3 | $1.79M | Sell |
7,626
-21
| -0.3% | -$4.93K | 0.54% | 32 |
|
|
2023
Q2 | $1.86M | Sell |
7,647
-161
| -2% | -$39.2K | 0.54% | 33 |
|
|
2023
Q1 | $1.76M | Sell |
7,808
-107
| -1% | -$24.1K | 0.54% | 31 |
|
|
2022
Q4 | $1.67M | Sell |
7,915
-141
| -2% | -$29.7K | 0.55% | 31 |
|
|
2022
Q3 | $1.59M | Sell |
8,056
-275
| -3% | -$54.3K | 0.54% | 25 |
|
|
2022
Q2 | $1.73M | Sell |
8,331
-293
| -3% | -$60.9K | 0.55% | 22 |
|
|
2022
Q1 | $2.16M | Sell |
8,624
-241
| -3% | -$60.3K | 0.6% | 26 |
|
|
2021
Q4 | $2.34M | Sell |
8,865
-30
| -0.3% | -$7.93K | 0.63% | 27 |
|
|
2021
Q3 | $2.15M | Sell |
8,895
-110
| -1% | -$26.6K | 0.63% | 25 |
|
|
2021
Q2 | $2.18M | Sell |
9,005
-57
| -0.6% | -$13.8K | 0.64% | 25 |
|
|
2021
Q1 | $2.03M | Sell |
9,062
-2,347
| -21% | -$525K | 0.64% | 25 |
|
|
2020
Q4 | $2.42M | Sell |
11,409
-864
| -7% | -$183K | 0.8% | 25 |
|
|
2020
Q3 | $2.34M | Sell |
12,273
-327
| -3% | -$62.4K | 0.85% | 23 |
|
|
2020
Q2 | $2.18M | Hold |
12,600
| – | – | 0.84% | 25 |
|
|
2020
Q1 | $1.78M | Sell |
12,600
-1,142
| -8% | -$162K | 0.78% | 17 |
|
|
2019
Q4 | $2.45M | Sell |
13,742
-19
| -0.1% | -$3.39K | 0.95% | 25 |
|
|
2019
Q3 | $2.26M | Hold |
13,761
| – | – | 0.94% | 25 |
|
|
2019
Q2 | $2.27M | Sell |
13,761
-3,627
| -21% | -$598K | 0.97% | 23 |
|
|
2019
Q1 | $2.77M | Sell |
17,388
-633
| -4% | -$101K | 1.25% | 22 |
|
|
2018
Q4 | $2.5M | Sell |
18,021
-423
| -2% | -$58.7K | 1.24% | 19 |
|
|
2018
Q3 | $2.99M | Sell |
18,444
-43
| -0.2% | -$6.97K | 1.38% | 18 |
|
|
2018
Q2 | $2.79M | Buy |
18,487
+641
| +4% | +$96.8K | 1.37% | 18 |
|
|
2018
Q1 | $2.62M | Buy |
17,846
+504
| +3% | +$74K | 1.35% | 16 |
|
|
2017
Q4 | $2.73M | Buy |
17,342
+5,741
| +49% | +$903K | 1.37% | 20 |
|
|
2017
Q3 | $1.62M | Buy |
11,601
+662
| +6% | +$92.6K | 0.97% | 21 |
|
|
2017
Q2 | $1.48M | Buy |
+10,939
| New | +$1.48M | 1% | 16 |
|