GenWealth Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.27M | Buy |
9,373
+1,240
| +15% | +$289K | 0.35% | 34 |
|
|
2026
Q1 | $1.74M | Sell |
8,133
-35
| -0.4% | -$7.67K | 0.3% | 33 |
|
|
2025
Q4 | $1.77M | Sell |
8,168
-229
| -3% | -$47.3K | 0.3% | 38 |
|
|
2025
Q3 | $1.71M | Buy |
8,397
+845
| +11% | +$168K | 0.32% | 36 |
|
|
2025
Q2 | $1.47M | Sell |
7,552
-1,039
| -12% | -$192K | 0.3% | 37 |
|
|
2025
Q1 | $1.62M | Sell |
8,591
-17
| -0.2% | -$3.24K | 0.36% | 34 |
|
|
2024
Q4 | $1.59M | Sell |
8,608
-16
| -0.2% | -$3.07K | 0.36% | 35 |
|
|
2024
Q3 | $1.64M | Sell |
8,624
-91
| -1% | -$16.6K | 0.38% | 35 |
|
|
2024
Q2 | $1.52M | Sell |
8,715
-64
| -0.7% | -$11.2K | 0.37% | 36 |
|
|
2024
Q1 | $1.57M | Sell |
8,779
-88
| -1% | -$14.9K | 0.4% | 35 |
|
|
2023
Q4 | $1.47M | Sell |
8,867
-844
| -9% | -$130K | 0.4% | 34 |
|
|
2023
Q3 | $1.47M | Sell |
9,711
-88
| -0.9% | -$14K | 0.45% | 35 |
|
|
2023
Q2 | $1.55M | Hold |
9,799
| – | – | 0.44% | 34 |
|
|
2023
Q1 | $1.49M | Sell |
9,799
-88
| -0.9% | -$13.6K | 0.46% | 34 |
|
|
2022
Q4 | $1.5M | Sell |
9,887
-346
| -3% | -$51.8K | 0.49% | 34 |
|
|
2022
Q3 | $1.39M | Hold |
10,233
| – | – | 0.47% | 27 |
|
|
2022
Q2 | $1.48M | Sell |
10,233
-319
| -3% | -$49.9K | 0.47% | 23 |
|
|
2022
Q1 | $1.75M | Hold |
10,552
| – | – | 0.49% | 27 |
|
|
2021
Q4 | $1.77M | Sell |
10,552
-8
| -0.1% | -$1.31K | 0.48% | 29 |
|
|
2021
Q3 | $1.65M | Hold |
10,560
| – | – | 0.48% | 27 |
|
|
2021
Q2 | $1.68M | Hold |
10,560
| – | – | 0.49% | 27 |
|
|
2021
Q1 | $1.6M | Sell |
10,560
-5,039
| -32% | -$729K | 0.51% | 27 |
|
|
2020
Q4 | $2.13M | Sell |
15,599
-458
| -3% | -$58.7K | 0.71% | 27 |
|
|
2020
Q3 | $1.95M | Sell |
16,057
-325
| -2% | -$38.5K | 0.71% | 27 |
|
|
2020
Q2 | $1.84M | Sell |
16,382
-106
| -0.6% | -$11.7K | 0.72% | 29 |
|
|
2020
Q1 | $1.64M | Buy |
16,488
+10
| +0.1% | +$1.25K | 0.71% | 19 |
|
|
2019
Q4 | $2.25M | Sell |
16,478
-323
| -2% | -$42.6K | 0.87% | 26 |
|
|
2019
Q3 | $2.15M | Sell |
16,801
-1,140
| -6% | -$145K | 0.9% | 26 |
|
|
2019
Q2 | $2.3M | Sell |
17,941
-142
| -0.8% | -$17.8K | 0.98% | 22 |
|
|
2019
Q1 | $2.26M | Buy |
18,083
+147
| +0.8% | +$17.7K | 1.02% | 23 |
|
|
2018
Q4 | $1.99M | Buy |
17,936
+129
| +0.7% | +$15.5K | 0.99% | 22 |
|
|
2018
Q3 | $2.27M | Sell |
17,807
-708
| -4% | -$88.9K | 1.04% | 24 |
|
|
2018
Q2 | $2.23M | Sell |
18,515
-280
| -1% | -$34K | 1.1% | 23 |
|
|
2018
Q1 | $2.25M | Buy |
18,795
+1,277
| +7% | +$159K | 1.16% | 18 |
|
|
2017
Q4 | $2.28M | Buy |
17,518
+693
| +4% | +$84K | 1.14% | 21 |
|
|
2017
Q3 | $1.99M | Sell |
16,825
-43
| -0.3% | -$5.01K | 1.19% | 18 |
|
|
2017
Q2 | $1.96M | Buy |
+16,868
| New | +$1.94M | 1.32% | 15 |
|
Other funds holding IWD
GenWealth Group's IWD Position: Q2 2026 in Review
GenWealth Group increased its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q2 2026, buying an estimated $289K and bringing the position to 9,373 shares worth $2.27M. The position accounts for 0.35% of the portfolio, ranked #34.
GenWealth Group first reported a position in IWD in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.3M in Q2 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- GenWealth Group held 9,373 shares of iShares Russell 1000 Value ETF worth $2.27M as of Q2 2026.
- GenWealth Group bought 1,240 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $289K.
- iShares Russell 1000 Value ETF made up 0.35% of GenWealth Group's portfolio in Q2 2026, its #34 holding.
- GenWealth Group first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 37 quarters since.
- GenWealth Group's iShares Russell 1000 Value ETF position peaked at $2.3M in Q2 2019.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.