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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

GEN Financial Management's IVV Position: Q2 2026 in Review

GEN Financial Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,868 shares worth $1.4M. The position accounts for 0.84% of the portfolio, ranked #16.

GEN Financial Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

GEN Financial Management held 1,868 shares of iShares Core S&P 500 ETF worth $1.4M as of Q2 2026.
GEN Financial Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.84% of GEN Financial Management's portfolio in Q2 2026, its #16 holding.
GEN Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
GEN Financial Management's iShares Core S&P 500 ETF position peaked at $1.47M in Q4 2024.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.