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GEN Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

GEN Financial Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$901K Sell
6,553
-359
-5% -$47.4K 0.54% 22
2026
Q1 		$782K Buy
6,912
+377
+6% +$45.3K 0.48% 28
2025
Q4 		$806K Sell
6,535
-34
-0.5% -$4.16K 0.51% 26
2025
Q3 		$793K Sell
6,569
-204
-3% -$23.5K 0.68% 24
2025
Q2 		$746K Sell
6,773
-32
-0.5% -$3.17K 0.61% 24
2025
Q1 		$632K Sell
6,805
-128
-2% -$12.9K 0.43% 24
2024
Q4 		$704K Buy
+6,933
New +$692K 0.46% 27

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

GEN Financial Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.2% in Q2 2026, selling an estimated $47.4K and leaving 6,553 shares worth $901K. The position accounts for 0.54% of the portfolio, ranked #22.

GEN Financial Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • GEN Financial Management held 6,553 shares of iShares S&P 500 Growth ETF worth $901K as of Q2 2026.
  • GEN Financial Management sold 359 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $47.4K.
  • iShares S&P 500 Growth ETF made up 0.54% of GEN Financial Management's portfolio in Q2 2026, its #22 holding.
  • GEN Financial Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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