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iShares Dow Jones US Basic Mater. shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Dow Jones US Basic Mater.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Basic Mater. 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 Basic Mater. by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 1.4k 147.73
2023-12-31 $195k 1.4k 138.16
2023-09-30 $178k 1.4k 126.32
2023-06-30 $188k 1.4k 133.05
2023-03-31 $187k 1.4k 132.53
2022-12-31 $176k 1.4k 124.77
2022-09-30 $171k 1.6k 108.16
2022-06-30 $471k 4.0k 117.87
2022-03-31 $283k 1.9k 149.34
2021-12-31 $260k 1.9k 140.01
2021-09-30 $234k 1.9k 126.01
2021-06-30 $300k 2.3k 131.41
2021-03-31 $300k 2.3k 130.95
2020-12-31 $290k 2.3k 126.58
2020-09-30 $220k 2.3k 96.36
2020-06-30 $196k 2.3k 85.85
2020-03-31 $149k 2.2k 67.76
2019-12-31 $244k 2.5k 97.41
2019-09-30 $229k 2.5k 91.42
2019-06-30 $238k 2.5k 95.01
2019-03-31 $229k 2.5k 91.42
2018-12-31 $208k 2.5k 83.03
2018-09-30 $260k 2.7k 98.11
2018-06-30 $262k 2.7k 98.87
2018-03-31 $254k 2.7k 95.85
2017-12-31 $297k 2.9k 102.06
2017-09-30 $243k 2.5k 95.67
2017-06-30 $235k 2.6k 89.22
2017-03-31 $259k 2.9k 88.85
2016-12-31 $283k 3.4k 82.99
2016-09-30 $272k 3.5k 78.84
2016-06-30 $904k 12k 76.13
2016-03-31 $195k 2.6k 73.86

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
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 Basic Mater.

Bank of America Corporation
Wells Fargo & Company
UBS Group
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Sachetta
Bank of Nova Scotia
Citadel Advisors
Advisor Group Holdings
AE Wealth Management
GW & Wade
Goldman Sachs Group
First Citizens Financial Corp
Pathway Financial Advisors

View all funds holding iShares Dow Jones US Basic Mater.