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iShares Russell Midcap Growth Idx. shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. 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 Midcap Growth Idx. by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 17k 136.94
2025-09-30 $2.7M 19k 142.41
2025-06-30 $2.5M 18k 138.68
2025-03-31 $1.9M 17k 117.71
2024-12-31 $2.1M 16k 126.75
2024-09-30 $1.9M 17k 117.29
2024-06-30 $1.8M 17k 110.35
2024-03-31 $1.9M 17k 114.14
2023-12-31 $2.0M 19k 104.46
2023-09-30 $1.7M 19k 91.35
2023-06-30 $1.7M 18k 96.63
2023-03-31 $1.6M 18k 91.05
2022-12-31 $1.5M 19k 83.60
2022-09-30 $1.5M 19k 78.43
2022-06-30 $1.5M 19k 80.30
2022-03-31 $5.7M 57k 100.49
2021-12-31 $6.5M 56k 115.22
2021-09-30 $6.4M 57k 113.07
2021-06-30 $2.5M 22k 113.65
2021-03-31 $2.6M 25k 107.62
2020-12-31 $2.3M 25k 92.20
2020-09-30 $2.0M 12k 168.96
2020-06-30 $1.9M 12k 154.52
2020-03-31 $1.5M 13k 120.46
2019-12-31 $2.0M 13k 153.15
2019-09-30 $1.8M 13k 140.30
2019-06-30 $1.8M 13k 142.53
2019-03-31 $1.6M 12k 135.64
2018-12-31 $1.4M 12k 112.34
2018-09-30 $1.7M 12k 135.54
2018-06-30 $1.5M 12k 126.65
2018-03-31 $1.5M 12k 122.94
2017-12-31 $1.6M 13k 120.62
2017-09-30 $1.5M 13k 113.15
2017-06-30 $1.4M 13k 108.03
2017-03-31 $1.3M 13k 103.74
2016-12-31 $1.2M 13k 97.37
2016-09-30 $1.2M 12k 97.34
2016-06-30 $1.0M 11k 93.74
2016-03-31 $980k 11k 92.54

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 Midcap Growth Idx.

Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
First Command Advisory Services
Ameriprise Financial
LPL Financial
Pnc Financial Services
Tiaa Trust, National Association
Commonwealth Equity Services
UBS Group
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.