GWA
Genesis Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58M | Sell |
13,815
-118
| -0.8% | -$73.3K | 6.44% | 3 |
|
|
2025
Q1 | $7.83M | Buy |
13,933
+309
| +2% | +$174K | 6.34% | 3 |
|
|
2024
Q4 | $8.02M | Buy |
+13,624
| New | +$8.02M | 6.99% | 3 |
|
|
2015
Q2 | $15.8M | Sell |
76,208
-230
| -0.3% | -$47.7K | 12.83% | 1 |
|
|
2015
Q1 | $15.8M | Sell |
76,438
-27,818
| -27% | -$5.76M | 13.16% | 1 |
|
|
2014
Q4 | $22.2M | Buy |
+104,256
| New | +$22.2M | 17.63% | 1 |
|