Gen Wealth Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Gen Wealth Group, Inc.

$533 Million
Q3 2025

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 8,397 shares of IWD stock, worth $1.72 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

8,397

Previous 7,552 11.19%

Holding current value

$1.72 Million

Previous $1.47 Million 16.58%

% of portfolio

0.32%

Previous 0.3%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$192.76 - $203.86 $162,882 - $172,261	845 Added 11.19%	8,397 $1.71 Million
Q2 2025 Jul 16, 2025	SELL	$166.82 - $194.23 $173,325 - $201,804	-1,039 Reduced 12.09%	7,552 $1.47 Million
Q1 2025 Apr 10, 2025	SELL	$182.82 - $196.21 $3,107 - $3,335	-17 Reduced 0.2%	8,591 $1.6 Million
Q4 2024 Jan 15, 2025	SELL	$183.23 - $199.79 $2,931 - $3,196	-16 Reduced 0.19%	8,608 $1.59 Million
Q3 2024 Oct 11, 2024	SELL	$173.36 - $189.8 $15,775 - $17,271	-91 Reduced 1.04%	8,624 $1.64 Million

Q2 2024 Jul 17, 2024	SELL	$169.4 - $179.05 $10,841 - $11,459	-64 Reduced 0.73%	8,715 $1.52 Million
Q1 2024 Apr 11, 2024	SELL	$161.84 - $179.11 $14,241 - $15,761	-88 Reduced 0.99%	8,779 $1.57 Million
Q4 2023 Jan 11, 2024	SELL	$143.69 - $165.7 $121,274 - $139,850	-844 Reduced 8.69%	8,867 $1.47 Million
Q3 2023 Nov 13, 2023	SELL	$151.73 - $163.56 $13,352 - $14,393	-88 Reduced 0.9%	9,711 $1.47 Million
Q1 2023 Apr 11, 2023	SELL	$145.2 - $161.56 $12,777 - $14,217	-88 Reduced 0.89%	9,799 $1.49 Million
Q4 2022 Jan 19, 2023	SELL	$136.78 - $158.99 $47,325 - $55,010	-346 Reduced 3.38%	9,887 $0
Q2 2022 Jul 28, 2022	SELL	$140.99 - $168.41 $44,975 - $53,722	-319 Reduced 3.02%	10,233 $1.48 Million
Q4 2021 Feb 10, 2022	SELL	$157.12 - $168.08 $1,256 - $1,344	-8 Reduced 0.08%	10,552 $1.77 Million
Q1 2021 Apr 26, 2021	SELL	$134.89 - $153.0 $679,710 - $770,967	-5,039 Reduced 32.3%	10,560 $1.6 Million
Q4 2020 Jan 14, 2021	SELL	$115.84 - $136.73 $53,054 - $62,622	-458 Reduced 2.85%	15,599 $2.13 Million
Q3 2020 Oct 19, 2020	SELL	$111.27 - $124.26 $36,162 - $40,384	-325 Reduced 1.98%	16,057 $1.95 Million
Q2 2020 Jul 16, 2020	SELL	$94.52 - $125.14 $10,019 - $13,264	-106 Reduced 0.64%	16,382 $1.84 Million
Q1 2020 Apr 20, 2020	BUY	$85.17 - $138.52 $851 - $1,385	10 Added 0.06%	16,488 $1.64 Million
Q4 2019 Jan 14, 2020	SELL	$123.85 - $136.67 $40,003 - $44,144	-323 Reduced 1.92%	16,478 $2.25 Million
Q3 2019 Oct 07, 2019	SELL	$127.92 - $130.25 $145,828 - $148,485	-1,140 Reduced 6.35%	16,801 $2.15 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-142 Reduced 0.79%	17,941 $2.3 Million
Q1 2019 Apr 08, 2019	BUY	N/A	147 Added 0.82%	18,083 $2.26 Million
Q4 2018 Jan 11, 2019	BUY	N/A	129 Added 0.72%	17,936 $1.99 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-708 Reduced 3.82%	17,807 $2.27 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-280 Reduced 1.49%	18,515 $2.23 Million
Q1 2018 Apr 12, 2018	BUY	N/A	1,277 Added 7.29%	18,795 $2.25 Million
Q4 2017 Feb 01, 2018	BUY	N/A	693 Added 4.12%	17,518 $2.28 Million
Q3 2017 Oct 18, 2017	SELL	N/A	-43 Reduced 0.25%	16,825 $1.99 Million
Q2 2017 Aug 10, 2017	BUY	N/A	16,868	16,868 $1.96 Million

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Gen Wealth Group, Inc. Ishares Russell 1000 Val ETF Transaction History