GEN Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

GEN Financial Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.43M	Hold	1,868	–	–	0.77%	20
2026 Q2	$1.4M	Hold	1,868	–	–	0.84%	16
2026 Q1	$1.22M	Hold	1,868	–	–	0.76%	17
2025 Q4	$1.28M	Sell	1,868 -99	-5%	-$67.2K	0.81%	16
2025 Q3	$1.32M	Hold	1,967	–	–	1.14%	15
2025 Q2	$1.22M	Sell	1,967 -453	-19%	-$260K	1%	16
2025 Q1	$1.36M	Sell	2,420 -75	-3%	-$44.3K	0.92%	12
2024 Q4	$1.47M	Buy	+2,495	New	+$1.48M	0.95%	10

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

GEN Financial Management's IVV Position: Q3 2026 in Review

GEN Financial Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,868 shares worth $1.43M. The position accounts for 0.77% of the portfolio, ranked #20.

GEN Financial Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2024. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

GEN Financial Management held 1,868 shares of iShares Core S&P 500 ETF worth $1.43M as of Q3 2026.
GEN Financial Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.77% of GEN Financial Management's portfolio in Q3 2026, its #20 holding.
GEN Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
GEN Financial Management's iShares Core S&P 500 ETF position peaked at $1.47M in Q4 2024.
2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.