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iShares S&P SmallCap 600 Index shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 S&P SmallCap 600 Index by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.0M 65k 106.66
2024-03-31 $24M 215k 110.52
2023-12-31 $24M 224k 108.25
2023-09-30 $20M 215k 94.33
2023-06-30 $21M 212k 99.65
2023-03-31 $21M 216k 96.70
2022-12-31 $39M 414k 94.64
2022-09-30 $35M 401k 87.19
2022-06-30 $39M 414k 93.28
2022-03-31 $46M 423k 107.88
2021-12-31 $52M 451k 114.55
2021-09-30 $52M 467k 111.34
2021-06-30 $52M 459k 112.51
2021-03-31 $56M 505k 110.54
2020-12-31 $48M 548k 87.48
2020-09-30 $34M 491k 68.53
2020-06-30 $30M 464k 64.64
2020-03-31 $23M 410k 54.93
2019-12-31 $34M 404k 83.65
2019-09-30 $30M 389k 77.77
2019-06-30 $27M 342k 78.28
2019-03-31 $25M 322k 77.15
2018-12-31 $20M 291k 69.51
2018-09-30 $20M 230k 87.29
2018-06-30 $14M 165k 83.67
2018-03-31 $8.8M 114k 76.63
2017-12-31 $9.7M 126k 76.90
2017-09-30 $5.2M 70k 74.22
2017-06-30 $6.9M 99k 70.11
2017-03-31 $14M 201k 69.15
2016-12-31 $4.9M 35k 137.51
2016-09-30 $2.9M 24k 124.12
2016-06-30 $2.3M 20k 116.38
2016-03-31 $1.0M 8.9k 112.77

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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 S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index