GENESIS PRIVATE WEALTH, LLC IWD Holdings History
GENESIS PRIVATE WEALTH, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 60,220.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $11.70 Mil. This investment constitutes 5.51% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 1 purchases of IWD, at an average price of $191.85, for a total of 61,032.00 shares. In addition, there have been 1 sales at an average price of $190.45 for 812.00 shares. Based on historical transaction data and IWD's current price of $196.01, GENESIS PRIVATE WEALTH, LLC's estimated gain on his IWD holdings is $249,402.64, reflecting a 2.13% gain to date.
GENESIS PRIVATE WEALTH, LLC IWD ($196.01) Holding Chart
GENESIS PRIVATE WEALTH, LLC IWD ($196.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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