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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Genesis Wealth Advisors's IVV Position: Q1 2026 in Review

Genesis Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q1 2026, selling an estimated $191K and leaving 13,308 shares worth $8.69M. The position accounts for 5.8% of the portfolio, ranked #5.

Genesis Wealth Advisors first reported a position in IVV in Q4 2014 and has held it in 9 quarters since. The position peaked at $22.2M in Q4 2014. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Genesis Wealth Advisors held 13,308 shares of iShares Core S&P 500 ETF worth $8.69M as of Q1 2026.
Genesis Wealth Advisors sold 280 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $191K.
iShares Core S&P 500 ETF made up 5.8% of Genesis Wealth Advisors's portfolio in Q1 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 9 quarters since.
Genesis Wealth Advisors's iShares Core S&P 500 ETF position peaked at $22.2M in Q4 2014.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.