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Gen-Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Gen-Wealth Partners’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 		$11M Buy
14,691
+1,030
+8% +$750K 3.06% 4
2026
Q1 		$8.92M Buy
13,661
+2,154
+19% +$1.47M 2.81% 5
2025
Q4 		$7.88M Buy
11,507
+1,519
+15% +$1.03M 2.53% 6
2025
Q3 		$6.68M Sell
9,988
-798
-7% -$514K 2.26% 6
2025
Q2 		$6.7M Buy
10,786
+391
+4% +$225K 2.59% 6
2025
Q1 		$5.84M Sell
10,395
-601
-5% -$355K 2.44% 5
2024
Q4 		$6.47M Buy
10,996
+45
+0.4% +$26.6K 2.78% 4
2024
Q3 		$6.38M Buy
10,951
+683
+7% +$380K 2.79% 4
2024
Q2 		$5.62M Sell
10,268
-1,244
-11% -$654K 2.72% 4
2024
Q1 		$6.05M Buy
+11,512
New +$5.76M 3% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Gen-Wealth Partners's IVV Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q2 2026, buying an estimated $750K and bringing the position to 14,691 shares worth $11M. The position accounts for 3.06% of the portfolio, ranked #4.

Gen-Wealth Partners first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Gen-Wealth Partners held 14,691 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
  • Gen-Wealth Partners bought 1,030 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $750K.
  • iShares Core S&P 500 ETF made up 3.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Gen-Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.