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iShares Russell Microcap Index shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap 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 Russell Microcap Index by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 13k 157.70
2025-09-30 $112k 754 149.09
2025-06-30 $96k 754 127.66
2025-03-31 $84k 754 110.91
2024-12-31 $98k 754 130.38
2024-09-30 $93k 754 123.32
2024-06-30 $86k 754 114.00
2024-03-31 $91k 754 121.19
2023-12-31 $88k 754 116.03
2023-09-30 $77k 771 100.10
2023-06-30 $84k 771 109.30
2023-03-31 $93k 888 104.51
2022-12-31 $82k 761 107.83
2022-09-30 $78k 761 102.50
2022-06-30 $168k 1.6k 105.40
2022-03-31 $134k 1.0k 128.35
2021-12-31 $145k 1.0k 138.89
2021-09-30 $153k 1.0k 146.55
2021-06-30 $158k 1.0k 151.34
2021-03-31 $158k 1.1k 146.03
2020-12-31 $151k 1.1k 140.20
2020-09-30 $141k 1.6k 87.58
2020-06-30 $135k 1.6k 83.59
2020-03-31 $118k 1.8k 65.19
2019-12-31 $180k 1.8k 99.28
2019-09-30 $160k 1.8k 88.25
2019-06-30 $177k 1.9k 93.11
2019-03-31 $177k 1.9k 92.62
2018-12-31 $318k 3.8k 83.82
2018-09-30 $319k 3.0k 106.02
2018-06-30 $193k 1.8k 105.41
2018-03-31 $193k 2.0k 95.88
2017-12-31 $208k 2.2k 95.59
2017-09-30 $202k 2.1k 94.13
2017-06-30 $205k 2.3k 88.78
2017-03-31 $197k 2.3k 85.32
2016-12-31 $204k 2.4k 85.68
2016-09-30 $146k 1.9k 77.87
2016-06-30 $125k 1.8k 70.78
2016-03-31 $104k 1.5k 68.20

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
Goldman Sachs Group
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Whittier Trust
TABR Capital Management
LPL Financial
Cetera Investment Advisers
Chicago Partners Investment
Wells Fargo & Company
Halbert Hargrove Global Advisors
Susquehanna International
Whittier Trust Co. of Nevada
Yeomans Consulting Group
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index