Genesis Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Genesis Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$611K	Sell
2025 Q2	$568K	Buy
2025 Q1	$440K	Buy
2024 Q4	$342K	Buy
2015 Q2	$51.7K	Sell
2015 Q1	$117K	Sell
2014 Q4	$131K	Buy