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Geneos Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Geneos Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Sell
4,367
-17,519
-80% -$4.64M 0.03% 491
2025
Q4 		$6.06M Sell
21,886
-4,003
-15% -$1.11M 0.15% 169
2025
Q3 		$7.08M Buy
25,889
+4,054
+19% +$1.05M 0.18% 143
2025
Q2 		$5.38M Sell
21,835
-64,299
-75% -$14.3M 0.13% 193
2025
Q1 		$18.2M Buy
86,134
+33,774
+65% +$7.77M 0.26% 94
2024
Q4 		$12.3M Buy
52,360
+6,709
+15% +$1.54M 0.43% 45
2024
Q3 		$10M Sell
45,651
-10,139
-18% -$2.16M 0.38% 54
2024
Q2 		$12M Sell
55,790
-1,515
-3% -$302K 0.53% 39
2024
Q1 		$11.2M Buy
57,305
+211
+0.4% +$39.4K 0.51% 42
2023
Q4 		$10M Buy
57,094
+56,375
+7,841% +$9.25M 0.49% 44
2023
Q3 		$111K Buy
719
+350
+95% +$55.8K 0.01% 843
2023
Q2 		$58.5K Sell
369
-15
-4% -$2.19K ﹤0.01% 1031
2023
Q1 		$53.3K Sell
384
-15,191
-98% -$1.97M ﹤0.01% 1058
2022
Q4 		$1.88M Buy
15,575
+1,792
+13% +$223K 0.11% 190
2022
Q3 		$1.65M Buy
13,783
+13,314
+2,839% +$1.79M 0.11% 188
2022
Q2 		$59K Sell
469
-12,602
-96% -$1.73M ﹤0.01% 1210
2022
Q1 		$2.08M Buy
13,071
+38
+0.3% +$5.92K 0.09% 217
2021
Q4 		$2.26M Sell
13,033
-1,333
-9% -$222K 0.09% 237
2021
Q3 		$2.21M Sell
14,366
-692
-5% -$109K 0.08% 231
2021
Q2 		$2.3M Sell
15,058
-6,190
-29% -$886K 0.09% 218
2021
Q1 		$3.06M Buy
21,248
+3,317
+18% +$445K 0.09% 231
2020
Q4 		$2.06M Buy
17,931
+3,391
+23% +$428K 0.08% 231
2020
Q3 		$1.73M Buy
14,540
+87
+0.6% +$10.2K 0.09% 214
2020
Q2 		$1.5M Buy
14,453
+14,330
+11,650% +$1.4M 0.08% 227
2020
Q1 		$10K Hold
123
– – ﹤0.01% 1817
2019
Q4 		$11K Hold
123
– – ﹤0.01% 1926
2019
Q3 		$10K Hold
123
– – ﹤0.01% 1891
2019
Q2 		$10K Buy
123
+86
+232% +$7.23K ﹤0.01% 1908
2019
Q1 		$3K Buy
+37
New +$2.89K ﹤0.01% 2156

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Geneos Wealth Management's IWY Position: Q1 2026 in Review

Geneos Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 80% in Q1 2026, selling an estimated $4.64M and leaving 4,367 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #491.

Geneos Wealth Management first reported a position in IWY in Q1 2019 and has held it in 29 quarters since. The position peaked at $18.2M in Q1 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Geneos Wealth Management held 4,367 shares of iShares Russell Top 200 Growth ETF worth $1.09M as of Q1 2026.
  • Geneos Wealth Management sold 17,519 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $4.64M.
  • iShares Russell Top 200 Growth ETF made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #491 holding.
  • Geneos Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Geneos Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $18.2M in Q1 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.