Ishares Tr rus200 grw idx shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $12M | 56k | 214.52 |
| 2024-03-31 | $11M | 57k | 195.10 |
| 2023-12-31 | $10M | 57k | 175.22 |
| 2023-09-30 | $111k | 719 | 153.83 |
| 2023-06-30 | $59k | 369 | 158.56 |
| 2023-03-31 | $53k | 384 | 138.93 |
| 2022-12-31 | $1.9M | 16k | 120.53 |
| 2022-09-30 | $1.6M | 14k | 119.42 |
| 2022-06-30 | $59k | 469 | 125.80 |
| 2022-03-31 | $2.1M | 13k | 158.82 |
| 2021-12-31 | $2.3M | 13k | 173.33 |
| 2021-09-30 | $2.2M | 14k | 154.11 |
| 2021-06-30 | $2.3M | 15k | 152.94 |
| 2021-03-31 | $3.1M | 21k | 143.97 |
| 2020-12-31 | $2.1M | 18k | 114.88 |
| 2020-09-30 | $1.7M | 15k | 118.71 |
| 2020-06-30 | $1.5M | 15k | 103.58 |
| 2020-03-31 | $10k | 123 | 81.30 |
| 2019-12-31 | $11k | 123 | 89.43 |
| 2019-09-30 | $10k | 123 | 81.30 |
| 2019-06-30 | $10k | 123 | 81.30 |
| 2019-03-31 | $3.0k | 37 | 81.08 |