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 Q2	$1.22M	Sell	4,204 -163	-4%	-$46K	0.02%	494
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 -20,839	-49%	-$4.64M	0.13%	193
2025 Q1	$9M	Sell	42,674 -9,686	-18%	-$2.23M	0.3%	78
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 $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Geneos Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.7% in Q2 2026, selling an estimated $46K and leaving 4,204 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #494.

Geneos Wealth Management first reported a position in IWY in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.3M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Geneos Wealth Management held 4,204 shares of iShares Russell Top 200 Growth ETF worth $1.22M as of Q2 2026.
Geneos Wealth Management sold 163 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $46K.
iShares Russell Top 200 Growth ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #494 holding.
Geneos Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and has held it in 30 quarters since.
Geneos Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $12.3M in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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