Geneos Wealth Management Inc. Has $63.21 Million Position in iShares Russell 3000 ETF $IWV

Geneos Wealth Management Inc. lifted its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 8.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 170,528 shares of the company’s stock after purchasing an additional 13,647 shares during the period. iShares Russell 3000 ETF accounts for approximately 1.5% of Geneos Wealth Management Inc.’s portfolio, making the stock its 7th largest position. Geneos Wealth Management Inc.’s holdings in iShares Russell 3000 ETF were worth $63,211,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. American Family Investments Inc. increased its holdings in iShares Russell 3000 ETF by 687.5% during the 4th quarter. American Family Investments Inc. now owns 271,840 shares of the company’s stock valued at $105,161,000 after purchasing an additional 237,322 shares during the period. Align Financial LLC bought a new stake in shares of iShares Russell 3000 ETF in the 4th quarter worth approximately $69,589,000. Beacon Pointe Advisors LLC grew its position in shares of iShares Russell 3000 ETF by 1,265.2% in the 4th quarter. Beacon Pointe Advisors LLC now owns 174,191 shares of the company’s stock worth $67,386,000 after buying an additional 161,432 shares during the last quarter. Calamos Advisors LLC purchased a new position in shares of iShares Russell 3000 ETF during the first quarter valued at approximately $57,055,000. Finally, Brown Advisory Inc. increased its stake in shares of iShares Russell 3000 ETF by 345.6% during the fourth quarter. Brown Advisory Inc. now owns 159,824 shares of the company’s stock valued at $61,828,000 after buying an additional 123,953 shares during the period.

iShares Russell 3000 ETF Stock Up 0.4%

Shares of iShares Russell 3000 ETF stock opened at $429.48 on Thursday. The company 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 of $423.09 and a 200 day moving average of $401.21. iShares Russell 3000 ETF has a 52 week low of $351.20 and a 52 week high of $431.32.

iShares Russell 3000 ETF 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.