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iShares Russell Midcap Value Index shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index 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 Russell Midcap Value Index by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 16k 125.33
2023-12-31 $1.9M 17k 116.29
2023-09-30 $1.8M 17k 104.34
2023-06-30 $1.9M 17k 109.84
2023-03-31 $2.2M 21k 106.20
2022-12-31 $2.2M 21k 105.34
2022-09-30 $1.9M 20k 96.04
2022-06-30 $2.1M 21k 103.00
2022-03-31 $2.2M 19k 119.60
2021-12-31 $2.7M 22k 122.35
2021-09-30 $2.6M 22k 114.97
2021-06-30 $2.8M 24k 115.92
2021-03-31 $3.0M 27k 114.43
2020-12-31 $2.4M 24k 100.59
2020-09-30 $1.6M 21k 79.51
2020-06-30 $1.4M 20k 73.95
2020-03-31 $1.5M 24k 64.06
2019-12-31 $2.3M 24k 94.59
2019-09-30 $2.1M 24k 89.38
2019-06-30 $2.1M 24k 89.13
2019-03-31 $2.0M 23k 86.85
2018-12-31 $1.7M 23k 75.65
2018-09-30 $2.1M 24k 90.22
2018-06-30 $2.1M 23k 88.47
2018-03-31 $2.1M 24k 86.43
2017-12-31 $2.2M 25k 89.14
2017-09-30 $2.0M 24k 84.90
2017-06-30 $2.0M 24k 84.09
2017-03-31 $1.8M 21k 82.98
2016-12-31 $1.8M 22k 80.41
2016-09-30 $1.7M 22k 76.73
2016-06-30 $1.5M 20k 74.46
2016-03-31 $1.3M 19k 71.10

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 Russell Midcap Value Index

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FMR
Betterment
UBS Group
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ZB

View all funds holding iShares Russell Midcap Value Index