Genesis Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Genesis Wealth Advisors’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	$10M	Buy	13,355 +47	+0.4%	+$34.2K	5.98%	5
2026 Q1	$8.69M	Sell	13,308 -280	-2%	-$191K	5.8%	5
2025 Q4	$9.31M	Sell	13,588 -133	-1%	-$90.3K	6.38%	3
2025 Q3	$9.18M	Sell	13,721 -94	-0.7%	-$60.5K	6.47%	3
2025 Q2	$8.58M	Sell	13,815 -118	-0.8%	-$67.8K	6.44%	3
2025 Q1	$7.83M	Buy	13,933 +309	+2%	+$182K	6.34%	3
2024 Q4	$8.02M	Buy	+13,624	New	+$8.06M	6.99%	3
2015 Q2	$15.8M	Sell	76,208 -230	-0.3%	-$48.7K	12.83%	1
2015 Q1	$15.8M	Sell	76,438 -27,818	-27%	-$5.78M	13.16%	1
2014 Q4	$22.2M	Buy	+104,256	New	+$21.1M	17.63%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Genesis Wealth Advisors's IVV Position: Q2 2026 in Review

Genesis Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.35% in Q2 2026, buying an estimated $34.2K and bringing the position to 13,355 shares worth $10M. The position accounts for 5.98% of the portfolio, ranked #5.

Genesis Wealth Advisors first reported a position in IVV in Q4 2014 and has held it in 10 quarters since. The position peaked at $22.2M in Q4 2014. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Genesis Wealth Advisors held 13,355 shares of iShares Core S&P 500 ETF worth $10M as of Q2 2026.
Genesis Wealth Advisors bought 47 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $34.2K.
iShares Core S&P 500 ETF made up 5.98% of Genesis Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Genesis Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares Core S&P 500 ETF position peaked at $22.2M in Q4 2014.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.