Gen Wealth Group, Inc. Ishares Tr Russell 200 ETF Transaction History

Gen Wealth Group, Inc.

  • $492 Million
  • Q2 2025

A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 2,860 shares of IWL stock, worth $474,531. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,860
Previous 2,962 3.44%
Holding current value
$474,531
Previous $404,000 8.17%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$122.36 - $153.12 $12,480 - $15,618
-102 Reduced 3.44%
2,860 $437,000
Q4 2024

Jan 15, 2025
SELL
$138.92 - $149.97 $162,953 - $175,914
-1,173 Reduced 28.37%
2,962 $428,000
Q2 2024

Jul 17, 2024
SELL
$120.51 - $134.58 $99,179 - $110,759
-823 Reduced 16.6%
4,135 $553,000
Q3 2023

Nov 13, 2023
SELL
$103.05 - $110.14 $33,594 - $35,905
-326 Reduced 6.17%
4,958 $512,000
Q1 2023

Apr 11, 2023
SELL
$89.07 - $98.04 $18,259 - $20,098
-205 Reduced 3.73%
5,284 $514,000
Q3 2022

Oct 14, 2022
SELL
$84.9 - $102.29 $26,488 - $31,914
-312 Reduced 5.38%
5,489 $466,000
Q4 2021

Feb 10, 2022
SELL
$102.63 - $114.76 $1,128 - $1,262
-11 Reduced 0.19%
5,801 $661,000
Q3 2021

Oct 19, 2021
SELL
$102.4 - $108.9 $43,110 - $45,846
-421 Reduced 6.75%
5,812 $599,000
Q1 2021

Apr 26, 2021
SELL
$89.14 - $94.85 $303,254 - $322,679
-3,402 Reduced 35.31%
6,233 $590,000
Q2 2018

Jul 13, 2018
SELL
N/A
-656 Reduced 6.37%
9,635 $601,000
Q1 2018

Apr 12, 2018
SELL
N/A
-349 Reduced 3.28%
10,291 $625,000
Q2 2017

Aug 10, 2017
BUY
N/A
10,640
10,640 $592,000

Others Institutions Holding IWL

# of Institutions
217
Shares Held
8.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Gen Wealth Group, Inc. Portfolio

Follow Gen Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email