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iShares Russell Midcap Index Fund shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Index Fund by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 30k 81.08
2024-03-31 $2.7M 32k 84.09
2023-12-31 $2.4M 31k 77.73
2023-09-30 $2.2M 32k 69.25
2023-06-30 $2.7M 37k 73.03
2023-03-31 $2.6M 37k 69.92
2022-12-31 $2.5M 38k 67.45
2022-09-30 $2.2M 36k 62.13
2022-06-30 $2.6M 40k 65.56
2022-03-31 $3.1M 39k 78.02
2021-12-31 $3.1M 38k 83.00
2021-09-30 $3.1M 39k 79.16
2021-06-30 $3.0M 38k 79.86
2021-03-31 $3.4M 44k 77.69
2020-12-31 $3.1M 48k 64.73
2020-09-30 $2.1M 38k 56.34
2020-06-30 $2.2M 42k 52.05
2020-03-31 $1.8M 41k 43.04
2019-12-31 $2.6M 43k 59.64
2019-09-30 $2.4M 42k 55.67
2019-06-30 $2.4M 43k 55.87
2019-03-31 $2.2M 42k 53.95
2018-12-31 $1.9M 41k 46.03
2018-09-30 $2.2M 10k 220.45
2018-06-30 $2.1M 10k 212.09
2018-03-31 $1.8M 8.9k 206.39
2017-12-31 $1.9M 9.4k 208.05
2017-09-30 $1.8M 9.2k 197.10
2017-06-30 $1.9M 9.7k 192.04
2017-03-31 $1.8M 9.6k 187.14
2016-12-31 $1.6M 8.8k 178.83
2016-09-30 $1.6M 9.0k 174.29
2016-06-30 $1.5M 9.0k 168.54
2016-03-31 $1.4M 8.7k 163.55

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 Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund