Geneos Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Microcap Index by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
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

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 Russell Microcap Index

Goodman & Company, Investment Counsel
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index