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
2026 Q1	$563K	Sell	4,977 -25	-0.5%	-$3.01K	0.38%	27
2025 Q4	$617K	Sell	5,002 -60	-1%	-$7.34K	0.42%	26
2025 Q3	$611K	Sell	5,062 -100	-2%	-$11.5K	0.43%	28
2025 Q2	$568K	Buy	5,162 +418	+9%	+$41.4K	0.43%	29
2025 Q1	$440K	Buy	4,744 +1,376	+41%	+$139K	0.36%	34
2024 Q4	$342K	Buy	+3,368	New	+$336K	0.3%	42
2015 Q2	$51.7K	Sell	1,816 -2,324	-56%	-$67.4K	0.04%	173
2015 Q1	$117K	Sell	4,140 -340	-8%	-$9.65K	0.1%	102
2014 Q4	$131K	Buy	+4,480	New	+$122K	0.1%	100

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.5% in Q1 2026, selling an estimated $3.01K and leaving 4,977 shares worth $563K. The position accounts for 0.38% of the portfolio, ranked #27.

Genesis Wealth Advisors first reported a position in IVW in Q4 2014 and has held it in 9 quarters since. The position peaked at $617K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Genesis Wealth Advisors held 4,977 shares of iShares S&P 500 Growth ETF worth $563K as of Q1 2026.
Genesis Wealth Advisors sold 25 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.01K.
iShares S&P 500 Growth ETF made up 0.38% of Genesis Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Genesis Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $617K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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