Geneos Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $455K | Buy |
4,519
+710
| +19% | +$72.9K | 0.01% | 724 |
|
|
2025
Q4 | $369K | Hold |
3,809
| – | – | 0.01% | 752 |
|
|
2025
Q3 | $365K | Sell |
3,809
-268
| -7% | -$25.2K | 0.01% | 740 |
|
|
2025
Q2 | $371K | Sell |
4,077
-2,931
| -42% | -$251K | 0.01% | 795 |
|
|
2025
Q1 | $584K | Buy |
7,008
+3,977
| +131% | +$358K | 0.01% | 837 |
|
|
2024
Q4 | $276K | Hold |
3,031
| – | – | 0.01% | 736 |
|
|
2024
Q3 | $279K | Hold |
3,031
| – | – | 0.01% | 681 |
|
|
2024
Q2 | $267K | Sell |
3,031
-75
| -2% | -$6.63K | 0.01% | 633 |
|
|
2024
Q1 | $283K | Hold |
3,106
| – | – | 0.01% | 615 |
|
|
2023
Q4 | $246K | Sell |
3,106
-13
| -0.4% | -$954 | 0.01% | 626 |
|
|
2023
Q3 | $225K | Buy |
3,119
+13
| +0.4% | +$980 | 0.01% | 653 |
|
|
2023
Q2 | $233K | Buy |
3,106
+20
| +0.6% | +$1.43K | 0.01% | 647 |
|
|
2023
Q1 | $221K | Hold |
3,086
| – | – | 0.01% | 631 |
|
|
2022
Q4 | $211K | Hold |
3,086
| – | – | 0.01% | 613 |
|
|
2022
Q3 | $194K | Sell |
3,086
-452
| -13% | -$31.2K | 0.01% | 608 |
|
|
2022
Q2 | $228K | Sell |
3,538
-200
| -5% | -$14K | 0.01% | 705 |
|
|
2022
Q1 | $288K | Buy |
3,738
+1,200
| +47% | +$92.7K | 0.01% | 683 |
|
|
2021
Q4 | $216K | Hold |
2,538
| – | – | 0.01% | 829 |
|
|
2021
Q3 | $203K | Hold |
2,538
| – | – | 0.01% | 847 |
|
|
2021
Q2 | $206K | Sell |
2,538
-6,856
| -73% | -$550K | 0.01% | 825 |
|
|
2021
Q1 | $765K | Buy |
9,394
+17
| +0.2% | +$1.31K | 0.02% | 511 |
|
|
2020
Q4 | $601K | Buy |
9,377
+4,293
| +84% | +$286K | 0.02% | 485 |
|
|
2020
Q3 | $296K | Hold |
5,084
| – | – | 0.02% | 566 |
|
|
2020
Q2 | $276K | Sell |
5,084
-11,576
| -69% | -$601K | 0.02% | 571 |
|
|
2020
Q1 | $727K | Sell |
16,660
-1,080
| -6% | -$59.4K | 0.05% | 307 |
|
|
2019
Q4 | $1.06M | Sell |
17,740
-140
| -0.8% | -$8.02K | 0.06% | 289 |
|
|
2019
Q3 | $994K | Buy |
17,880
+156
| +0.9% | +$8.77K | 0.06% | 272 |
|
|
2019
Q2 | $1M | Buy |
17,724
+148
| +0.8% | +$8.21K | 0.06% | 275 |
|
|
2019
Q1 | $962K | Sell |
17,576
-992
| -5% | -$52.4K | 0.06% | 272 |
|
|
2018
Q4 | $877K | Sell |
18,568
-624
| -3% | -$32.7K | 0.06% | 270 |
|
|
2018
Q3 | $1.12M | Buy |
19,192
+412
| +2% | +$23.9K | 0.07% | 246 |
|
|
2018
Q2 | $1.05M | Buy |
18,780
+248
| +1% | +$13.9K | 0.08% | 215 |
|
|
2018
Q1 | $1.01M | Sell |
18,532
-900
| -5% | -$49.8K | 0.09% | 209 |
|
|
2017
Q4 | $1.05M | Sell |
19,432
-484
| -2% | -$25.5K | 0.09% | 203 |
|
|
2017
Q3 | $1.01M | Sell |
19,916
-284
| -1% | -$14K | 0.1% | 198 |
|
|
2017
Q2 | $992K | Buy |
20,200
+2,464
| +14% | +$120K | 0.1% | 191 |
|
|
2017
Q1 | $846K | Buy |
17,736
+2,824
| +19% | +$133K | 0.09% | 196 |
|
|
2016
Q4 | $679K | Buy |
14,912
+932
| +7% | +$41K | 0.09% | 206 |
|
|
2016
Q3 | $610K | Sell |
13,980
-1,348
| -9% | -$59.2K | 0.08% | 217 |
|
|
2016
Q2 | $648K | Buy |
15,328
+5,860
| +62% | +$243K | 0.09% | 200 |
|
|
2016
Q1 | $387K | Buy |
+9,468
| New | +$361K | 0.06% | 280 |
|
Other funds holding IJK
SP
Geneos Wealth Management's IJK Position: Q1 2026 in Review
Geneos Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 19% in Q1 2026, buying an estimated $72.9K and bringing the position to 4,519 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #724.
Geneos Wealth Management first reported a position in IJK in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.12M in Q3 2018. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.
- Geneos Wealth Management held 4,519 shares of iShares S&P Mid-Cap 400 Growth ETF worth $455K as of Q1 2026.
- Geneos Wealth Management bought 710 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $72.9K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #724 holding.
- Geneos Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.12M in Q3 2018.
- 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.