Geneos Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Geneos Wealth Management’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$669K	Sell	6,365 -2,232	-26%	-$226K	0.01%	643
2026 Q1	$797K	Sell	8,597 -617	-7%	-$58.7K	0.02%	562
2025 Q4	$846K	Buy	9,214 +8,958	+3,499%	+$804K	0.02%	543
2025 Q3	$22.5K	Buy	+256	New	+$22K	﹤0.01%	1686
2025 Q2	–	Sell	-13,780	Closed	-$1.13M	–	3169
2025 Q1	$1.13M	Buy	+13,780	New	+$1.13M	0.04%	427
2024 Q4	–	Sell	-15,691	Closed	-$1.28M	–	2928
2024 Q3	$1.28M	Buy	+15,691	New	+$1.22M	0.05%	357

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Geneos Wealth Management reduced its iShares Russell Top 200 Value ETF (IWX) stake by 26% in Q2 2026, selling an estimated $226K and leaving 6,365 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #643.

Geneos Wealth Management first reported a position in IWX in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q3 2024. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Geneos Wealth Management held 6,365 shares of iShares Russell Top 200 Value ETF worth $669K as of Q2 2026.
Geneos Wealth Management sold 2,232 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $226K.
iShares Russell Top 200 Value ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #643 holding.
Geneos Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 6 quarters since.
Geneos Wealth Management's iShares Russell Top 200 Value ETF position peaked at $1.28M in Q3 2024.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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