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Geneos Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Geneos Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
5,585
-326
-6% -$58.9K 0.02% 534
2026
Q1 		$917K Buy
5,911
+260
+5% +$42.8K 0.02% 529
2025
Q4 		$949K Sell
5,651
-100
-2% -$16.7K 0.02% 514
2025
Q3 		$946K Buy
5,751
+725
+14% +$114K 0.02% 501
2025
Q2 		$756K Sell
5,026
-4,537
-47% -$615K 0.02% 602
2025
Q1 		$1.22M Buy
9,563
+5,573
+140% +$771K 0.02% 614
2024
Q4 		$556K Sell
3,990
-47
-1% -$6.45K 0.02% 558
2024
Q3 		$533K Sell
4,037
-202
-5% -$25.7K 0.02% 549
2024
Q2 		$540K Buy
4,239
+218
+5% +$26K 0.02% 476
2024
Q1 		$471K Sell
4,021
-44
-1% -$4.89K 0.02% 509
2023
Q4 		$423K Buy
4,065
+119
+3% +$11.7K 0.02% 521
2023
Q3 		$374K Buy
3,946
+35
+0.9% +$3.43K 0.02% 524
2023
Q2 		$382K Hold
3,911
– – 0.02% 523
2023
Q1 		$347K Sell
3,911
-21
-0.5% -$1.79K 0.02% 522
2022
Q4 		$321K Buy
3,932
+46
+1% +$3.84K 0.02% 509
2022
Q3 		$311K Sell
3,886
-209
-5% -$18.8K 0.02% 495
2022
Q2 		$344K Buy
4,095
+1
+0% +$92 0.02% 595
2022
Q1 		$432K Sell
4,094
-304
-7% -$31.6K 0.02% 572
2021
Q4 		$508K Buy
4,398
+220
+5% +$24.5K 0.02% 572
2021
Q3 		$432K Sell
4,178
-112
-3% -$11.8K 0.02% 610
2021
Q2 		$440K Sell
4,290
-24
-0.6% -$2.31K 0.02% 588
2021
Q1 		$418K Hold
4,314
– – 0.01% 680
2020
Q4 		$359K Buy
4,314
+776
+22% +$65.3K 0.01% 631
2020
Q3 		$276K Sell
3,538
-2,105
-37% -$165K 0.01% 582
2020
Q2 		$394K Buy
5,643
+290
+5% +$19.3K 0.02% 462
2020
Q1 		$299K Buy
5,353
+32
+0.6% +$2.11K 0.02% 499
2019
Q4 		$361K Buy
5,321
+1,682
+46% +$109K 0.02% 515
2019
Q3 		$227K Buy
3,639
+80
+2% +$5.06K 0.01% 614
2019
Q2 		$223K Sell
3,559
-650
-15% -$40K 0.01% 631
2019
Q1 		$253K Buy
4,209
+651
+18% +$37.3K 0.02% 573
2018
Q4 		$185K Buy
3,558
+238
+7% +$13.5K 0.01% 630
2018
Q3 		$206K Buy
3,320
+2,350
+242% +$142K 0.01% 631
2018
Q2 		$55K Sell
970
-20
-2% -$1.13K ﹤0.01% 997
2018
Q1 		$54K Hold
990
– – ﹤0.01% 966
2017
Q4 		$53K Hold
990
– – ﹤0.01% 976
2017
Q3 		$49K Hold
990
– – ﹤0.01% 951
2017
Q2 		$47K Buy
990
+250
+34% +$11.9K ﹤0.01% 938
2017
Q1 		$34K Hold
740
– – ﹤0.01% 1034
2016
Q4 		$31K Hold
740
– – ﹤0.01% 1011
2016
Q3 		$31K Hold
740
– – ﹤0.01% 977
2016
Q2 		$30K Buy
+740
New +$30K ﹤0.01% 985

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Geneos Wealth Management's IUSG Position: Q2 2026 in Review

Geneos Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5.5% in Q2 2026, selling an estimated $58.9K and leaving 5,585 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #534.

Geneos Wealth Management first reported a position in IUSG in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.22M in Q1 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Geneos Wealth Management held 5,585 shares of iShares Core S&P US Growth ETF worth $1.05M as of Q2 2026.
  • Geneos Wealth Management sold 326 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $58.9K.
  • iShares Core S&P US Growth ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Geneos Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.22M in Q1 2025.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.