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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
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

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)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index