GenWealth Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

GenWealth Group’s Portfolio IWD Stock Details IWD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Sell	7,552 -1,039	-12%	-$202K	0.3%	37
2025 Q1	$1.62M	Sell	8,591 -17	-0.2%	-$3.2K	0.36%	34
2024 Q4	$1.59M	Sell	8,608 -16	-0.2%	-$2.96K	0.36%	35
2024 Q3	$1.64M	Sell	8,624 -91	-1%	-$17.3K	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%	-$15.8K	0.4%	35
2023 Q4	$1.47M	Sell	8,867 -844	-9%	-$139K	0.4%	34
2023 Q3	$1.47M	Sell	9,711 -88	-0.9%	-$13.4K	0.45%	35
2023 Q2	$1.55M	Hold	9,799	–	–	0.44%	34
2023 Q1	$1.49M	Sell	9,799 -88	-0.9%	-$13.4K	0.46%	34
2022 Q4	$1.5M	Sell	9,887 -346	-3%	-$52.5K	0.49%	34
2022 Q3	$1.39M	Hold	10,233	–	–	0.47%	27
2022 Q2	$1.48M	Sell	10,233 -319	-3%	-$46.2K	0.47%	23
2022 Q1	$1.75M	Hold	10,552	–	–	0.49%	27
2021 Q4	$1.77M	Sell	10,552 -8	-0.1%	-$1.34K	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%	-$763K	0.51%	27
2020 Q4	$2.13M	Sell	15,599 -458	-3%	-$62.6K	0.71%	27
2020 Q3	$1.95M	Sell	16,057 -325	-2%	-$39.5K	0.71%	27
2020 Q2	$1.84M	Sell	16,382 -106	-0.6%	-$11.9K	0.72%	29
2020 Q1	$1.64M	Buy	16,488 +10	+0.1%	+$992	0.71%	19
2019 Q4	$2.25M	Sell	16,478 -323	-2%	-$44.1K	0.87%	26
2019 Q3	$2.15M	Sell	16,801 -1,140	-6%	-$146K	0.9%	26
2019 Q2	$2.3M	Sell	17,941 -142	-0.8%	-$18.2K	0.98%	22
2019 Q1	$2.26M	Buy	18,083 +147	+0.8%	+$18.4K	1.02%	23
2018 Q4	$1.99M	Buy	17,936 +129	+0.7%	+$14.3K	0.99%	22
2018 Q3	$2.27M	Sell	17,807 -708	-4%	-$90.1K	1.04%	24
2018 Q2	$2.23M	Sell	18,515 -280	-1%	-$33.7K	1.1%	23
2018 Q1	$2.25M	Buy	18,795 +1,277	+7%	+$153K	1.16%	18
2017 Q4	$2.28M	Buy	17,518 +693	+4%	+$90.2K	1.14%	21
2017 Q3	$1.99M	Sell	16,825 -43	-0.3%	-$5.09K	1.19%	18
2017 Q2	$1.96M	Buy	+16,868	New	+$1.96M	1.32%	15