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iShares Dow Jones US Consumer Goods shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones US Consumer Goods

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Goods 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 Dow Jones US Consumer Goods by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $523k 8.0k 65.75
2024-03-31 $2.9M 43k 67.63
2023-12-31 $2.7M 14k 191.71
2023-09-30 $2.6M 14k 186.51
2023-06-30 $3.0M 15k 200.29
2023-03-31 $587k 2.9k 199.23
2022-12-31 $673k 3.3k 202.78
2022-09-30 $1.3M 7.0k 179.71
2022-06-30 $1.3M 6.5k 197.69
2022-03-31 $724k 3.6k 200.33
2021-12-31 $723k 3.6k 200.06
2021-09-30 $687k 3.8k 180.13
2021-06-30 $740k 4.0k 184.35
2021-03-31 $774k 4.3k 181.90
2020-12-31 $757k 4.3k 175.35
2020-09-30 $708k 4.8k 146.22
2020-06-30 $664k 5.4k 123.10
2020-03-31 $638k 6.0k 106.92
2019-12-31 $874k 6.5k 133.74
2019-09-30 $832k 6.6k 125.43
2019-06-30 $811k 6.7k 121.39
2019-03-31 $810k 6.8k 119.38
2018-12-31 $725k 6.8k 106.20
2018-09-30 $841k 7.1k 118.75
2018-06-30 $855k 7.2k 118.24
2018-03-31 $968k 8.1k 118.90
2017-12-31 $1.0M 8.2k 126.69
2017-09-30 $1.0M 8.6k 120.66
2017-06-30 $1.1M 9.4k 121.66
2017-03-31 $1.1M 9.2k 118.68
2016-12-31 $1.0M 9.4k 110.71
2016-09-30 $1.1M 9.8k 113.85
2016-06-30 $1.2M 11k 115.39
2016-03-31 $1.1M 9.9k 113.45

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 Dow Jones US Consumer Goods

International Assets Investment Management
Green Harvest Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Wells Fargo & Company
Cambridge Investment Research Advisors
Bellwether Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
CIBC World Markets
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Dow Jones US Consumer Goods