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 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	-27,681	Closed	-$2.27M	–	3176
2025 Q1	$2.27M	Buy	+27,681	New	+$2.28M	0.03%	456
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

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return