iShares S&P MidCap 400 Index shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.3M | 56k | 58.52 |
| 2024-03-31 | $3.3M | 55k | 60.74 |
| 2023-12-31 | $3.1M | 11k | 277.16 |
| 2023-09-30 | $1.9M | 7.5k | 249.37 |
| 2023-06-30 | $1.9M | 7.2k | 261.50 |
| 2023-03-31 | $1.7M | 6.7k | 250.15 |
| 2022-12-31 | $1.6M | 6.7k | 241.89 |
| 2022-09-30 | $1.5M | 6.7k | 219.16 |
| 2022-06-30 | $1.9M | 8.3k | 228.98 |
| 2022-03-31 | $2.2M | 8.3k | 268.30 |
| 2021-12-31 | $3.1M | 11k | 283.00 |
| 2021-09-30 | $2.9M | 11k | 267.34 |
| 2021-06-30 | $2.9M | 11k | 270.29 |
| 2021-03-31 | $15M | 53k | 271.75 |
| 2020-12-31 | $3.8M | 55k | 69.02 |
| 2020-09-30 | $2.8M | 16k | 180.93 |
| 2020-06-30 | $3.5M | 20k | 171.35 |
| 2020-03-31 | $3.0M | 21k | 141.79 |
| 2019-12-31 | $13M | 65k | 205.81 |
| 2019-09-30 | $13M | 66k | 191.73 |
| 2019-06-30 | $13M | 64k | 194.26 |
| 2019-03-31 | $12M | 65k | 189.39 |
| 2018-12-31 | $9.4M | 57k | 164.29 |
| 2018-09-30 | $22M | 109k | 201.54 |
| 2018-06-30 | $21M | 108k | 194.78 |
| 2018-03-31 | $21M | 112k | 187.50 |
| 2017-12-31 | $21M | 109k | 189.77 |
| 2017-09-30 | $17M | 92k | 178.89 |
| 2017-06-30 | $20M | 113k | 173.95 |
| 2017-03-31 | $19M | 113k | 171.22 |
| 2016-12-31 | $6.4M | 39k | 165.33 |
| 2016-09-30 | $8.8M | 57k | 154.70 |
| 2016-06-30 | $5.6M | 38k | 149.68 |
| 2016-03-31 | $1.7M | 12k | 144.79 |