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Geneos Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Geneos Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Buy
2,961
+478
+19% +$70.9K 0.01% 742
2025
Q4 		$351K Sell
2,483
-94
-4% -$13.3K 0.01% 766
2025
Q3 		$365K Sell
2,577
-13,001
-83% -$1.79M 0.01% 741
2025
Q2 		$2.07M Sell
15,578
-15,089
-49% -$1.89M 0.05% 363
2025
Q1 		$3.82M Buy
30,667
+28,361
+1,230% +$3.79M 0.06% 342
2024
Q4 		$312K Sell
2,306
-20
-0.9% -$2.83K 0.01% 698
2024
Q3 		$324K Buy
2,326
+19
+0.8% +$2.56K 0.01% 649
2024
Q2 		$296K Hold
2,307
– – 0.01% 609
2024
Q1 		$302K Sell
2,307
-113
-5% -$14.1K 0.01% 600
2023
Q4 		$303K Buy
2,420
+155
+7% +$17.4K 0.02% 575
2023
Q3 		$248K Buy
2,265
+16
+0.7% +$1.85K 0.01% 626
2023
Q2 		$258K Sell
2,249
-17
-0.8% -$1.86K 0.01% 618
2023
Q1 		$249K Sell
2,266
-317
-12% -$35.7K 0.02% 594
2022
Q4 		$279K Buy
2,583
+344
+15% +$37.8K 0.02% 549
2022
Q3 		$227K Sell
2,239
-808
-27% -$90.7K 0.02% 566
2022
Q2 		$323K Sell
3,047
-156
-5% -$17.7K 0.02% 610
2022
Q1 		$400K Buy
3,203
+1,062
+50% +$134K 0.02% 601
2021
Q4 		$297K Sell
2,141
-92
-4% -$12.5K 0.01% 736
2021
Q3 		$295K Hold
2,233
– – 0.01% 721
2021
Q2 		$294K Sell
2,233
-1,433
-39% -$187K 0.01% 696
2021
Q1 		$478K Hold
3,666
– – 0.01% 646
2020
Q4 		$286K Buy
3,666
+1,422
+63% +$145K 0.01% 706
2020
Q3 		$192K Sell
2,244
-500
-18% -$44.7K 0.01% 703
2020
Q2 		$221K Hold
2,744
– – 0.01% 640
2020
Q1 		$185K Sell
2,744
-500
-15% -$44.1K 0.01% 638
2019
Q4 		$313K Hold
3,244
– – 0.02% 549
2019
Q3 		$289K Sell
3,244
-84
-3% -$7.58K 0.02% 537
2019
Q2 		$303K Sell
3,328
-60
-2% -$5.39K 0.02% 541
2019
Q1 		$302K Hold
3,388
– – 0.02% 530
2018
Q4 		$271K Sell
3,388
-1,574
-32% -$140K 0.02% 511
2018
Q3 		$500K Buy
4,962
+172
+4% +$17.3K 0.03% 388
2018
Q2 		$452K Buy
4,790
+2,514
+110% +$231K 0.04% 343
2018
Q1 		$197K Buy
2,276
+82
+4% +$7.14K 0.02% 544
2017
Q4 		$186K Sell
2,194
-62
-3% -$5.18K 0.02% 556
2017
Q3 		$185K Buy
2,256
+66
+3% +$5.15K 0.02% 528
2017
Q2 		$170K Sell
2,190
-328
-13% -$25.2K 0.02% 538
2017
Q1 		$192K Buy
2,518
+166
+7% +$12.6K 0.02% 493
2016
Q4 		$176K Sell
2,352
-16
-0.7% -$1.13K 0.02% 485
2016
Q3 		$162K Sell
2,368
-2
-0.1% -$135 0.02% 490
2016
Q2 		$152K Sell
2,370
-116
-5% -$7.29K 0.02% 497
2016
Q1 		$155K Buy
+2,486
New +$145K 0.02% 482

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geneos Wealth Management's IJT Position: Q1 2026 in Review

Geneos Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 19% in Q1 2026, buying an estimated $70.9K and bringing the position to 2,961 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #742.

Geneos Wealth Management first reported a position in IJT in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.82M in Q1 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Geneos Wealth Management held 2,961 shares of iShares S&P Small-Cap 600 Growth ETF worth $428K as of Q1 2026.
  • Geneos Wealth Management bought 478 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $70.9K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #742 holding.
  • Geneos Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.82M in Q1 2025.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.