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iShares Dow Jones US Consumer Goods shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones US Consumer Goods

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Goods held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Consumer Goods by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 43k 67.63
2023-12-31 $2.7M 14k 191.71
2023-09-30 $2.6M 14k 186.51
2023-06-30 $3.0M 15k 200.29
2023-03-31 $587k 2.9k 199.23
2022-12-31 $673k 3.3k 202.78
2022-09-30 $1.3M 7.0k 179.71
2022-06-30 $1.3M 6.5k 197.69
2022-03-31 $724k 3.6k 200.33
2021-12-31 $723k 3.6k 200.06
2021-09-30 $687k 3.8k 180.13
2021-06-30 $740k 4.0k 184.35
2021-03-31 $774k 4.3k 181.90
2020-12-31 $757k 4.3k 175.35
2020-09-30 $708k 4.8k 146.22
2020-06-30 $664k 5.4k 123.10
2020-03-31 $638k 6.0k 106.92
2019-12-31 $874k 6.5k 133.74
2019-09-30 $832k 6.6k 125.43
2019-06-30 $811k 6.7k 121.39
2019-03-31 $810k 6.8k 119.38
2018-12-31 $725k 6.8k 106.20
2018-09-30 $841k 7.1k 118.75
2018-06-30 $855k 7.2k 118.24
2018-03-31 $968k 8.1k 118.90
2017-12-31 $1.0M 8.2k 126.69
2017-09-30 $1.0M 8.6k 120.66
2017-06-30 $1.1M 9.4k 121.66
2017-03-31 $1.1M 9.2k 118.68
2016-12-31 $1.0M 9.4k 110.71
2016-09-30 $1.1M 9.8k 113.85
2016-06-30 $1.2M 11k 115.39
2016-03-31 $1.1M 9.9k 113.45

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding iShares Dow Jones US Consumer Goods

Cambridge Investment Research Advisors
Commonwealth Equity Services
Bank of America Corporation
UBS Group
Wells Fargo & Company
WealthCare Investment Partners
Goldman Sachs Group
Grant/GrossMendelsohn
Royal Bank of Canada
Advisor Group Holdings
Raymond James Financial Services Advisors
Conservest Capital Advisors
Citadel Advisors
Geneos Wealth Management
Raymond James & Associates

View all funds holding iShares Dow Jones US Consumer Goods