iShares S&P 500 Growth Index shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.9M | 93k | 84.44 |
| 2023-12-31 | $7.0M | 93k | 75.10 |
| 2023-09-30 | $6.7M | 98k | 68.42 |
| 2023-06-30 | $6.9M | 98k | 70.48 |
| 2023-03-31 | $5.8M | 92k | 63.89 |
| 2022-12-31 | $5.3M | 90k | 58.50 |
| 2022-09-30 | $5.2M | 90k | 57.84 |
| 2022-06-30 | $6.1M | 100k | 60.80 |
| 2022-03-31 | $7.5M | 99k | 76.37 |
| 2021-12-31 | $11M | 135k | 83.67 |
| 2021-09-30 | $10M | 137k | 74.70 |
| 2021-06-30 | $10M | 136k | 73.92 |
| 2021-03-31 | $9.5M | 137k | 69.56 |
| 2020-12-31 | $8.8M | 139k | 63.51 |
| 2020-09-30 | $8.2M | 36k | 225.62 |
| 2020-06-30 | $7.7M | 38k | 201.36 |
| 2020-03-31 | $6.2M | 38k | 161.69 |
| 2019-12-31 | $7.4M | 38k | 194.48 |
| 2019-09-30 | $7.0M | 39k | 179.17 |
| 2019-06-30 | $7.0M | 39k | 179.22 |
| 2019-03-31 | $6.4M | 37k | 172.35 |
| 2018-12-31 | $5.6M | 37k | 149.15 |
| 2018-09-30 | $6.6M | 37k | 177.16 |
| 2018-06-30 | $6.1M | 38k | 162.60 |
| 2018-03-31 | $5.7M | 37k | 155.07 |
| 2017-12-31 | $5.6M | 37k | 153.42 |
| 2017-09-30 | $5.1M | 36k | 143.42 |
| 2017-06-30 | $4.1M | 30k | 136.84 |
| 2017-03-31 | $3.9M | 30k | 131.51 |
| 2016-12-31 | $3.3M | 27k | 121.78 |
| 2016-09-30 | $3.0M | 25k | 121.64 |
| 2016-06-30 | $2.8M | 24k | 116.91 |
| 2016-03-31 | $2.6M | 22k | 117.05 |