Geneos Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9M | Buy |
15,308
+204
| +1% | +$24.6K | 0.04% | 388 |
|
|
2026
Q1 | $1.61M | Sell |
15,104
-52
| -0.3% | -$5.9K | 0.04% | 393 |
|
|
2025
Q4 | $1.79M | Sell |
15,156
-844
| -5% | -$100K | 0.04% | 375 |
|
|
2025
Q3 | $1.87M | Buy |
16,000
+476
| +3% | +$53K | 0.05% | 360 |
|
|
2025
Q2 | $1.65M | Buy |
15,524
+5,348
| +53% | +$511K | 0.04% | 408 |
|
|
2025
Q1 | $919K | Sell |
10,176
-128
| -1% | -$12.6K | 0.03% | 475 |
|
|
2024
Q4 | $1.03M | Buy |
10,304
+4
| +0% | +$393 | 0.04% | 419 |
|
|
2024
Q3 | $967K | Sell |
10,300
-384
| -4% | -$34.8K | 0.04% | 414 |
|
|
2024
Q2 | $974K | Buy |
10,684
+108
| +1% | +$9.22K | 0.04% | 365 |
|
|
2024
Q1 | $891K | Sell |
10,576
-4
| -0% | -$322 | 0.04% | 368 |
|
|
2023
Q4 | $802K | Sell |
10,580
-1,144
| -10% | -$80.9K | 0.04% | 365 |
|
|
2023
Q3 | $780K | Sell |
11,724
-2,104
| -15% | -$145K | 0.04% | 363 |
|
|
2023
Q2 | $951K | Sell |
13,828
-2,156
| -13% | -$137K | 0.05% | 322 |
|
|
2023
Q1 | $976K | Sell |
15,984
-860
| -5% | -$49.5K | 0.06% | 294 |
|
|
2022
Q4 | $902K | Buy |
16,844
+940
| +6% | +$51.7K | 0.05% | 293 |
|
|
2022
Q3 | $836K | Sell |
15,904
-2,748
| -15% | -$162K | 0.06% | 287 |
|
|
2022
Q2 | $1.03M | Buy |
18,652
+56
| +0.3% | +$3.36K | 0.05% | 315 |
|
|
2022
Q1 | $1.29M | Sell |
18,596
-165,568
| -90% | -$11.3M | 0.06% | 291 |
|
|
2021
Q4 | $14.1M | Buy |
184,164
+163,664
| +798% | +$12.1M | 0.54% | 35 |
|
|
2021
Q3 | $1.42M | Buy |
20,500
+3,524
| +21% | +$249K | 0.05% | 307 |
|
|
2021
Q2 | $1.17M | Sell |
16,976
-2,152
| -11% | -$139K | 0.05% | 325 |
|
|
2021
Q1 | $1.24M | Sell |
19,128
-184
| -1% | -$11.2K | 0.03% | 372 |
|
|
2020
Q4 | $1.03M | Buy |
19,312
+1,384
| +8% | +$78.8K | 0.04% | 338 |
|
|
2020
Q3 | $950K | Hold |
17,928
| – | – | 0.05% | 297 |
|
|
2020
Q2 | $836K | Sell |
17,928
-5,068
| -22% | -$223K | 0.05% | 312 |
|
|
2020
Q1 | $849K | Sell |
22,996
-672
| -3% | -$29K | 0.06% | 277 |
|
|
2019
Q4 | $1.05M | Hold |
23,668
| – | – | 0.06% | 290 |
|
|
2019
Q3 | $937K | Sell |
23,668
-720
| -3% | -$28.9K | 0.06% | 285 |
|
|
2019
Q2 | $959K | Buy |
24,388
+496
| +2% | +$19.2K | 0.06% | 285 |
|
|
2019
Q1 | $904K | Sell |
23,892
-628
| -3% | -$22.6K | 0.06% | 283 |
|
|
2018
Q4 | $794K | Buy |
24,520
+2,264
| +10% | +$79.8K | 0.06% | 287 |
|
|
2018
Q3 | $867K | Sell |
22,256
-252
| -1% | -$9.54K | 0.06% | 289 |
|
|
2018
Q2 | $809K | Sell |
22,508
-620
| -3% | -$21.9K | 0.06% | 258 |
|
|
2018
Q1 | $786K | Sell |
23,128
-284
| -1% | -$9.96K | 0.07% | 245 |
|
|
2017
Q4 | $788K | Sell |
23,412
-596
| -2% | -$19.5K | 0.07% | 246 |
|
|
2017
Q3 | $750K | Sell |
24,008
-516
| -2% | -$15.8K | 0.07% | 236 |
|
|
2017
Q2 | $729K | Buy |
24,524
+11,328
| +86% | +$333K | 0.07% | 232 |
|
|
2017
Q1 | $375K | Buy |
13,196
+1,400
| +12% | +$38.8K | 0.04% | 338 |
|
|
2016
Q4 | $309K | Buy |
11,796
+1,112
| +10% | +$28.9K | 0.04% | 354 |
|
|
2016
Q3 | $278K | Sell |
10,684
-1,088
| -9% | -$28.3K | 0.04% | 374 |
|
|
2016
Q2 | $296K | Sell |
11,772
-1,012
| -8% | -$25.3K | 0.04% | 352 |
|
|
2016
Q1 | $321K | Buy |
+12,784
| New | +$302K | 0.05% | 321 |
|
Other funds holding IWF
Geneos Wealth Management's IWF Position: Q2 2026 in Review
Geneos Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q2 2026, buying an estimated $24.6K and bringing the position to 15,308 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #388.
Geneos Wealth Management first reported a position in IWF in Q1 2016 and has held it in 42 quarters since. The position peaked at $14.1M in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Geneos Wealth Management held 15,308 shares of iShares Russell 1000 Growth ETF worth $1.9M as of Q2 2026.
- Geneos Wealth Management bought 204 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $24.6K.
- iShares Russell 1000 Growth ETF made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #388 holding.
- Geneos Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's iShares Russell 1000 Growth ETF position peaked at $14.1M in Q4 2021.
- 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.