GenWealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.5M | Buy |
38,119
+37,352
| +4,870% | +$27.2M | 4.45% | 9 |
|
|
2026
Q1 | $501K | Sell |
767
-36,831
| -98% | -$25.2M | 0.09% | 54 |
|
|
2025
Q4 | $26.1M | Buy |
37,598
+2,070
| +6% | +$1.41M | 4.45% | 9 |
|
|
2025
Q3 | $23.8M | Buy |
35,528
+587
| +2% | +$378K | 4.43% | 9 |
|
|
2025
Q2 | $21.7M | Buy |
34,941
+34,174
| +4,456% | +$19.6M | 4.38% | 9 |
|
|
2025
Q1 | $431K | Sell |
767
-35,542
| -98% | -$21M | 0.1% | 50 |
|
|
2024
Q4 | $21.4M | Sell |
36,309
-72
| -0.2% | -$42.6K | 4.87% | 6 |
|
|
2024
Q3 | $21M | Buy |
36,381
+392
| +1% | +$218K | 4.82% | 6 |
|
|
2024
Q2 | $19.7M | Buy |
35,989
+247
| +0.7% | +$130K | 4.85% | 6 |
|
|
2024
Q1 | $18.8M | Buy |
35,742
+2,063
| +6% | +$1.03M | 4.73% | 7 |
|
|
2023
Q4 | $16.1M | Sell |
33,679
-1,874
| -5% | -$839K | 4.44% | 7 |
|
|
2023
Q3 | $15.3M | Buy |
35,553
+14
| +0% | +$6.26K | 4.63% | 7 |
|
|
2023
Q2 | $15.8M | Buy |
35,539
+569
| +2% | +$240K | 4.56% | 7 |
|
|
2023
Q1 | $14.4M | Buy |
34,970
+233
| +0.7% | +$93.4K | 4.4% | 7 |
|
|
2022
Q4 | $13.3M | Buy |
34,737
+33,897
| +4,035% | +$13.1M | 4.37% | 7 |
|
|
2022
Q3 | $301K | Hold |
840
| – | – | 0.1% | 46 |
|
|
2022
Q2 | $319K | Sell |
840
-33,824
| -98% | -$13.9M | 0.1% | 44 |
|
|
2022
Q1 | $15.7M | Sell |
34,664
-3,682
| -10% | -$1.65M | 4.36% | 11 |
|
|
2021
Q4 | $18.3M | Sell |
38,346
-279
| -0.7% | -$129K | 4.95% | 5 |
|
|
2021
Q3 | $16.6M | Sell |
38,625
-847
| -2% | -$375K | 4.88% | 6 |
|
|
2021
Q2 | $17M | Sell |
39,472
-233
| -0.6% | -$97.6K | 5% | 5 |
|
|
2021
Q1 | $15.8M | Sell |
39,705
-543
| -1% | -$210K | 5.02% | 7 |
|
|
2020
Q4 | $15.1M | Sell |
40,248
-1,537
| -4% | -$547K | 5.01% | 6 |
|
|
2020
Q3 | $14.3M | Sell |
41,785
-3,372
| -7% | -$1.12M | 5.17% | 5 |
|
|
2020
Q2 | $14.1M | Buy |
45,157
+44,332
| +5,374% | +$13M | 5.47% | 3 |
|
|
2020
Q1 | $213K | Sell |
825
-44,993
| -98% | -$13.8M | 0.09% | 54 |
|
|
2019
Q4 | $14.8M | Buy |
45,818
+998
| +2% | +$309K | 5.73% | 6 |
|
|
2019
Q3 | $13.4M | Sell |
44,820
-311
| -0.7% | -$92.4K | 5.56% | 6 |
|
|
2019
Q2 | $13.5M | Buy |
45,131
+1,310
| +3% | +$380K | 5.74% | 7 |
|
|
2019
Q1 | $12.6M | Buy |
43,821
+42,232
| +2,658% | +$11.5M | 5.71% | 8 |
|
|
2018
Q4 | $400K | Sell |
1,589
-40,183
| -96% | -$10.9M | 0.2% | 39 |
|
|
2018
Q3 | $12.3M | Buy |
41,772
+572
| +1% | +$164K | 5.65% | 6 |
|
|
2018
Q2 | $11.2M | Buy |
41,200
+39,564
| +2,418% | +$10.8M | 5.52% | 8 |
|
|
2018
Q1 | $434K | Sell |
1,636
-46,507
| -97% | -$12.8M | 0.22% | 38 |
|
|
2017
Q4 | $13.7M | Sell |
48,143
-2,381
| -5% | -$624K | 6.88% | 6 |
|
|
2017
Q3 | $12.8M | Sell |
50,524
-8,290
| -14% | -$2.06M | 7.66% | 2 |
|
|
2017
Q2 | $14.3M | Buy |
+58,814
| New | +$14.2M | 9.64% | 2 |
|
Other funds holding IVV
PAS
GT
CI
SAM
FFA
AL
MMI
OWM
GenWealth Group's IVV Position: Q2 2026 in Review
GenWealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 4,870% in Q2 2026, buying an estimated $27.2M and bringing the position to 38,119 shares worth $28.5M. The position accounts for 4.45% of the portfolio, ranked #9.
GenWealth Group first reported a position in IVV in Q2 2017 and has held it in 37 quarters since. 1,189 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- GenWealth Group held 38,119 shares of iShares Core S&P 500 ETF worth $28.5M as of Q2 2026.
- GenWealth Group bought 37,352 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.2M.
- iShares Core S&P 500 ETF made up 4.45% of GenWealth Group's portfolio in Q2 2026, its #9 holding.
- GenWealth Group first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 37 quarters since.
- 1,189 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.