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
2025 Q2	$8.58M	Sell
2025 Q1	$7.83M	Buy
2024 Q4	$8.02M	Buy
2015 Q2	$15.8M	Sell
2015 Q1	$15.8M	Sell
2014 Q4	$22.2M	Buy