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iShares Russell 2000 Index shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-06-30 $2.2M 18k 124.87
2015-03-31 $2.3M 19k 124.43
2014-12-31 $2.3M 19k 122.81