ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,491 Value ($000) $367 Avg Close — Range —
Q3 2025
Shares 1,511 Value ($000) $366 Avg Close — Range —
Q2 2025
Shares 1,511 Value ($000) $326 Avg Close — Range —
Q1 2025
Shares 1,536 Value ($000) $306 Avg Close — Range —
Q4 2024
Shares 1,536 Value ($000) $339 Avg Close — Range —
Q2 2015
Shares 17,993 Value ($000) $2,246,706 Avg Close — Range —
Q1 2015
Shares 18,723 Value ($000) $2,329,616 Avg Close — Range —
Q4 2014
Shares 19,073 Value ($000) $2,342,263 Avg Close — Range —