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Geneos Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Geneos Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.07M Sell
7,786
-1,511
-16% -$551K 0.06% 309
2026
Q1 		$2.92M Buy
9,297
+154
+2% +$51.2K 0.07% 302
2025
Q4 		$2.95M Buy
9,143
+1,530
+20% +$498K 0.07% 293
2025
Q3 		$2.44M Sell
7,613
-901
-11% -$272K 0.06% 315
2025
Q2 		$2.43M Sell
8,514
-9,120
-52% -$2.4M 0.06% 332
2025
Q1 		$4.51M Buy
17,634
+9,421
+115% +$2.66M 0.06% 319
2024
Q4 		$2.36M Sell
8,213
-43
-0.5% -$12.7K 0.08% 267
2024
Q3 		$2.34M Buy
8,256
+680
+9% +$186K 0.09% 261
2024
Q2 		$1.99M Sell
7,576
-195
-3% -$50.6K 0.09% 250
2024
Q1 		$2.1M Buy
7,771
+191
+3% +$48.8K 0.1% 243
2023
Q4 		$1.91M Sell
7,580
-18
-0.2% -$4.06K 0.09% 240
2023
Q3 		$1.7M Buy
7,598
+122
+2% +$29.2K 0.09% 242
2023
Q2 		$1.81M Sell
7,476
-165
-2% -$37.8K 0.1% 225
2023
Q1 		$1.73M Buy
7,641
+89
+1% +$20.4K 0.11% 216
2022
Q4 		$1.62M Buy
7,552
+37
+0.5% +$8.11K 0.1% 205
2022
Q3 		$1.55M Sell
7,515
-253
-3% -$56.9K 0.11% 193
2022
Q2 		$1.62M Sell
7,768
-81
-1% -$18.1K 0.08% 235
2022
Q1 		$2.01M Sell
7,849
-214
-3% -$54.8K 0.09% 223
2021
Q4 		$2.36M Sell
8,063
-1,196
-13% -$360K 0.09% 227
2021
Q3 		$2.76M Buy
9,259
+146
+2% +$43.9K 0.11% 199
2021
Q2 		$2.83M Sell
9,113
-1,015
-10% -$305K 0.11% 196
2021
Q1 		$3.1M Hold
10,128
– – 0.09% 229
2020
Q4 		$2.99M Buy
10,128
+1,667
+20% +$425K 0.12% 184
2020
Q3 		$1.83M Sell
8,461
-505
-6% -$111K 0.1% 206
2020
Q2 		$1.79M Sell
8,966
-500
-5% -$93.5K 0.1% 200
2020
Q1 		$1.47M Buy
9,466
+138
+1% +$27.4K 0.1% 200
2019
Q4 		$2M Buy
9,328
+188
+2% +$38.2K 0.11% 204
2019
Q3 		$1.75M Sell
9,140
-105
-1% -$20.8K 0.1% 197
2019
Q2 		$1.86M Buy
9,245
+740
+9% +$146K 0.12% 183
2019
Q1 		$1.67M Sell
8,505
-21
-0.2% -$4K 0.11% 193
2018
Q4 		$1.42M Buy
8,526
+333
+4% +$62.1K 0.1% 196
2018
Q3 		$1.76M Buy
8,193
+293
+4% +$62.5K 0.12% 189
2018
Q2 		$1.61M Sell
7,900
-317
-4% -$63.4K 0.13% 162
2018
Q1 		$1.57M Sell
8,217
-109
-1% -$20.9K 0.14% 152
2017
Q4 		$1.55M Buy
8,326
+17
+0.2% +$3.1K 0.14% 156
2017
Q3 		$1.49M Sell
8,309
-490
-6% -$83.2K 0.15% 147
2017
Q2 		$1.49M Buy
8,799
+234
+3% +$38.5K 0.15% 144
2017
Q1 		$1.38M Buy
8,565
+187
+2% +$29.7K 0.14% 139
2016
Q4 		$1.29M Buy
8,378
+439
+6% +$65.5K 0.17% 131
2016
Q3 		$1.18M Buy
7,939
+890
+13% +$130K 0.16% 138
2016
Q2 		$971K Sell
7,049
-340
-5% -$45.9K 0.14% 156
2016
Q1 		$987K Buy
+7,389
New +$922K 0.15% 152

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Geneos Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 16% in Q2 2026, selling an estimated $551K and leaving 7,786 shares worth $3.07M. The position accounts for 0.06% of the portfolio, ranked #309.

Geneos Wealth Management first reported a position in IWO in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.51M in Q1 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Geneos Wealth Management held 7,786 shares of iShares Russell 2000 Growth ETF worth $3.07M as of Q2 2026.
  • Geneos Wealth Management sold 1,511 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $551K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Geneos Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's iShares Russell 2000 Growth ETF position peaked at $4.51M in Q1 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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