iShares Russell 3000 ETF $IWV is Geneos Wealth Management Inc.’s 7th Largest Position

Geneos Wealth Management Inc. grew its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 8.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 170,528 shares of the company’s stock after buying an additional 13,647 shares during the quarter. iShares Russell 3000 ETF accounts for approximately 1.5% of Geneos Wealth Management Inc.’s portfolio, making the stock its 7th largest holding. Geneos Wealth Management Inc. owned about 0.37% of iShares Russell 3000 ETF worth $63,211,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. McLean Asset Management Corp boosted its holdings in iShares Russell 3000 ETF by 1.8% during the 4th quarter. McLean Asset Management Corp now owns 1,752 shares of the company’s stock valued at $689,000 after acquiring an additional 31 shares during the period. Harvest Investment Services LLC increased its stake in iShares Russell 3000 ETF by 0.6% in the 3rd quarter. Harvest Investment Services LLC now owns 5,063 shares of the company’s stock worth $1,919,000 after purchasing an additional 32 shares during the period. Pittenger & Anderson Inc. increased its stake in iShares Russell 3000 ETF by 8.4% in the 1st quarter. Pittenger & Anderson Inc. now owns 428 shares of the company’s stock worth $159,000 after purchasing an additional 33 shares during the period. Klingenstein Fields & Co. LP lifted its position in iShares Russell 3000 ETF by 0.3% in the fourth quarter. Klingenstein Fields & Co. LP now owns 14,900 shares of the company’s stock valued at $5,764,000 after purchasing an additional 38 shares during the last quarter. Finally, International Assets Investment Management LLC lifted its position in iShares Russell 3000 ETF by 1.4% in the first quarter. International Assets Investment Management LLC now owns 2,891 shares of the company’s stock valued at $1,079,000 after purchasing an additional 39 shares during the last quarter.

iShares Russell 3000 ETF Stock Performance

NYSEARCA:IWV opened at $429.48 on Thursday. iShares Russell 3000 ETF has a fifty-two week low of $351.20 and a fifty-two week high of $431.32. The firm has a market cap of $19.93 billion, a PE ratio of 25.11 and a beta of 1.01. The business has a 50 day moving average price of $423.09 and a 200-day moving average price of $401.21.

iShares Russell 3000 ETF Company Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.