iShares Russell 3000 Index shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $35M | 106k | 334.25 |
| 2024-09-30 | $34M | 105k | 326.73 |
| 2024-06-30 | $33M | 107k | 308.67 |
| 2024-03-31 | $33M | 111k | 300.08 |
| 2023-12-31 | $33M | 121k | 273.74 |
| 2023-09-30 | $34M | 139k | 245.06 |
| 2023-06-30 | $36M | 140k | 254.48 |
| 2023-03-31 | $47k | 200 | 235.41 |
| 2022-12-31 | $26M | 117k | 220.68 |
| 2022-09-30 | $24M | 113k | 207.04 |
| 2022-06-30 | $26M | 116k | 220.16 |
| 2022-03-31 | $30M | 114k | 262.37 |
| 2021-12-31 | $36M | 128k | 281.05 |
| 2021-09-30 | $34M | 130k | 258.07 |
| 2021-06-30 | $34M | 132k | 258.62 |
| 2021-03-31 | $31M | 124k | 249.69 |
| 2020-12-31 | $29M | 125k | 233.99 |
| 2020-09-30 | $12M | 65k | 192.19 |
| 2020-06-30 | $12M | 67k | 175.28 |
| 2020-03-31 | $2.4M | 16k | 145.98 |
| 2019-12-31 | $3.3M | 17k | 188.16 |
| 2019-09-30 | $3.0M | 17k | 172.89 |
| 2019-06-30 | $2.9M | 17k | 172.31 |
| 2019-03-31 | $2.8M | 17k | 166.68 |
| 2018-12-31 | $1.6M | 11k | 145.50 |
| 2018-09-30 | $1.7M | 10k | 172.22 |
| 2018-06-30 | $1.5M | 9.5k | 162.28 |
| 2018-03-31 | $1.5M | 9.7k | 156.32 |
| 2017-12-31 | $1.3M | 8.1k | 158.16 |
| 2017-09-30 | $1.0M | 6.1k | 163.70 |
| 2017-06-30 | $770k | 5.3k | 145.12 |
| 2017-03-31 | $120k | 860 | 139.53 |
| 2016-12-31 | $114k | 860 | 132.56 |
| 2016-09-30 | $123k | 960 | 128.13 |
| 2016-06-30 | $124k | 1.0k | 123.26 |
| 2016-03-31 | $122k | 1.0k | 121.27 |