iShares Morningstar Small Value shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares Morningstar Small Value
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $224k | 3.7k | 61.19 |
2023-12-31 | $241k | 4.1k | 59.21 |
2023-09-30 | $210k | 4.1k | 51.78 |
2023-06-30 | $219k | 4.1k | 54.02 |
2023-03-31 | $220k | 4.2k | 52.18 |
2022-12-31 | $219k | 4.2k | 52.06 |
2022-09-30 | $199k | 4.2k | 47.31 |
2022-06-30 | $214k | 4.2k | 50.95 |
2022-03-31 | $258k | 4.4k | 58.62 |
2021-12-31 | $261k | 4.4k | 59.32 |
2021-09-30 | $255k | 4.4k | 57.95 |
2021-06-30 | $258k | 4.4k | 58.64 |
2021-03-31 | $256k | 4.4k | 58.21 |
2020-12-31 | $299k | 1.8k | 169.02 |
2020-09-30 | $151k | 1.5k | 103.35 |
2020-06-30 | $144k | 1.5k | 98.56 |
2020-03-31 | $125k | 1.5k | 85.85 |
2019-12-31 | $209k | 1.5k | 143.54 |
2019-09-30 | $193k | 1.5k | 132.65 |
2019-06-30 | $220k | 1.6k | 136.65 |
2019-03-31 | $222k | 1.6k | 137.89 |
2018-12-31 | $209k | 1.7k | 122.22 |
2018-09-30 | $262k | 1.7k | 153.22 |
2018-06-30 | $260k | 1.7k | 152.05 |
2018-03-31 | $244k | 1.7k | 142.69 |
2017-12-31 | $260k | 1.7k | 152.05 |
2017-09-30 | $250k | 1.7k | 146.63 |
2017-06-30 | $275k | 2.0k | 140.67 |
2017-03-31 | $282k | 2.0k | 144.25 |
2016-12-31 | $279k | 2.0k | 142.71 |
2016-09-30 | $255k | 2.0k | 130.43 |
2016-06-30 | $239k | 2.0k | 122.25 |
2016-03-31 | $232k | 2.0k | 118.67 |
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