ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Genesis Wealth Advisors, LLC's Holding History (CIK: 0001637241)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,713 Value ($000) $571 Avg Close — Range —
Q3 2025
Shares 2,713 Value ($000) $552 Avg Close — Range —
Q2 2025
Shares 2,713 Value ($000) $527 Avg Close — Range —
Q1 2025
Shares 2,713 Value ($000) $510 Avg Close — Range —
Q4 2024
Shares 2,769 Value ($000) $513 Avg Close — Range —
Q2 2015
Shares 5,061 Value ($000) $522,042 Avg Close — Range —
Q1 2015
Shares 6,305 Value ($000) $647,523 Avg Close — Range —
Q4 2014
Shares 6,466 Value ($000) $683,779 Avg Close — Range —