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iShares Russell 2000 Growth Index shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth 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 2000 Growth Index by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 7.6k 262.53
2024-03-31 $2.1M 7.8k 270.80
2023-12-31 $1.9M 7.6k 252.21
2023-09-30 $1.7M 7.6k 224.16
2023-06-30 $1.8M 7.5k 242.68
2023-03-31 $1.7M 7.6k 226.83
2022-12-31 $1.6M 7.6k 214.53
2022-09-30 $1.6M 7.5k 206.52
2022-06-30 $1.6M 7.8k 208.03
2022-03-31 $2.0M 7.8k 255.70
2021-12-31 $2.4M 8.1k 293.07
2021-09-30 $2.8M 9.3k 297.66
2021-06-30 $2.8M 9.1k 310.87
2021-03-31 $3.1M 10k 306.58
2020-12-31 $3.0M 10k 294.83
2020-09-30 $1.8M 8.5k 216.64
2020-06-30 $1.8M 9.0k 200.20
2020-03-31 $1.5M 9.5k 155.40
2019-12-31 $2.0M 9.3k 214.84
2019-09-30 $1.8M 9.1k 192.01
2019-06-30 $1.9M 9.2k 200.87
2019-03-31 $1.7M 8.5k 196.59
2018-12-31 $1.4M 8.5k 166.08
2018-09-30 $1.8M 8.2k 215.06
2018-06-30 $1.6M 7.9k 204.30
2018-03-31 $1.6M 8.2k 190.58
2017-12-31 $1.6M 8.3k 186.64
2017-09-30 $1.5M 8.3k 178.96
2017-06-30 $1.5M 8.8k 168.77
2017-03-31 $1.4M 8.6k 161.59
2016-12-31 $1.3M 8.4k 153.86
2016-09-30 $1.2M 7.9k 148.89
2016-06-30 $971k 7.0k 137.75
2016-03-31 $987k 7.4k 133.58

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 2000 Growth Index

Bank of America Corporation
Morgan Stanley
Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Cassaday & Co Wealth Management
Goldman Sachs Group
Wells Fargo & Company
Pnc Financial Services
Cohen Klingenstein
Commonwealth Equity Services
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
D.A. Davidson & Co.

View all funds holding iShares Russell 2000 Growth Index