iShares Russell 2000 Index shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.8M | 28k | 202.89 |
| 2024-03-31 | $6.0M | 29k | 210.30 |
| 2023-12-31 | $5.8M | 29k | 200.71 |
| 2023-09-30 | $7.8M | 44k | 176.74 |
| 2023-06-30 | $11M | 57k | 187.27 |
| 2023-03-31 | $9.0M | 50k | 178.40 |
| 2022-12-31 | $11M | 63k | 174.36 |
| 2022-09-30 | $3.2M | 19k | 164.91 |
| 2022-06-30 | $3.5M | 21k | 171.37 |
| 2022-03-31 | $4.4M | 22k | 205.25 |
| 2021-12-31 | $8.1M | 37k | 222.45 |
| 2021-09-30 | $9.5M | 43k | 222.28 |
| 2021-06-30 | $11M | 46k | 229.18 |
| 2021-03-31 | $12M | 53k | 224.88 |
| 2020-12-31 | $11M | 54k | 206.60 |
| 2020-09-30 | $3.8M | 26k | 146.38 |
| 2020-06-30 | $3.5M | 26k | 136.64 |
| 2020-03-31 | $2.8M | 25k | 112.55 |
| 2019-12-31 | $6.3M | 38k | 165.86 |
| 2019-09-30 | $5.6M | 37k | 151.15 |
| 2019-06-30 | $5.5M | 35k | 155.50 |
| 2019-03-31 | $6.3M | 42k | 153.00 |
| 2018-12-31 | $6.8M | 51k | 133.01 |
| 2018-09-30 | $6.8M | 40k | 168.67 |
| 2018-06-30 | $3.9M | 24k | 163.74 |
| 2018-03-31 | $3.5M | 23k | 151.80 |
| 2017-12-31 | $5.6M | 37k | 152.46 |
| 2017-09-30 | $5.6M | 38k | 148.18 |
| 2017-06-30 | $5.5M | 39k | 140.91 |
| 2017-03-31 | $5.1M | 37k | 137.47 |
| 2016-12-31 | $3.3M | 24k | 134.83 |
| 2016-09-30 | $3.5M | 29k | 124.18 |
| 2016-06-30 | $4.2M | 36k | 115.38 |
| 2016-03-31 | $4.6M | 41k | 111.12 |