GG
GenWealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
34,941
+34,174
| +4,456% | +$21.2M | 4.38% | 9 |
|
|
2025
Q1 | $431K | Sell |
767
-35,542
| -98% | -$20M | 0.1% | 50 |
|
|
2024
Q4 | $21.4M | Sell |
36,309
-72
| -0.2% | -$42.4K | 4.87% | 6 |
|
|
2024
Q3 | $21M | Buy |
36,381
+392
| +1% | +$226K | 4.82% | 6 |
|
|
2024
Q2 | $19.7M | Buy |
35,989
+247
| +0.7% | +$135K | 4.85% | 6 |
|
|
2024
Q1 | $18.8M | Buy |
35,742
+2,063
| +6% | +$1.08M | 4.73% | 7 |
|
|
2023
Q4 | $16.1M | Sell |
33,679
-1,874
| -5% | -$895K | 4.44% | 7 |
|
|
2023
Q3 | $15.3M | Buy |
35,553
+14
| +0% | +$6.01K | 4.63% | 7 |
|
|
2023
Q2 | $15.8M | Buy |
35,539
+569
| +2% | +$254K | 4.56% | 7 |
|
|
2023
Q1 | $14.4M | Buy |
34,970
+233
| +0.7% | +$95.8K | 4.4% | 7 |
|
|
2022
Q4 | $13.3M | Buy |
34,737
+33,897
| +4,035% | +$13M | 4.37% | 7 |
|
|
2022
Q3 | $301K | Hold |
840
| – | – | 0.1% | 46 |
|
|
2022
Q2 | $319K | Sell |
840
-33,824
| -98% | -$12.8M | 0.1% | 44 |
|
|
2022
Q1 | $15.7M | Sell |
34,664
-3,682
| -10% | -$1.67M | 4.36% | 11 |
|
|
2021
Q4 | $18.3M | Sell |
38,346
-279
| -0.7% | -$133K | 4.95% | 5 |
|
|
2021
Q3 | $16.6M | Sell |
38,625
-847
| -2% | -$365K | 4.88% | 6 |
|
|
2021
Q2 | $17M | Sell |
39,472
-233
| -0.6% | -$100K | 5% | 5 |
|
|
2021
Q1 | $15.8M | Sell |
39,705
-543
| -1% | -$216K | 5.02% | 7 |
|
|
2020
Q4 | $15.1M | Sell |
40,248
-1,537
| -4% | -$577K | 5.01% | 6 |
|
|
2020
Q3 | $14.3M | Sell |
41,785
-3,372
| -7% | -$1.15M | 5.17% | 5 |
|
|
2020
Q2 | $14.1M | Buy |
45,157
+44,332
| +5,374% | +$13.8M | 5.47% | 3 |
|
|
2020
Q1 | $213K | Sell |
825
-44,993
| -98% | -$11.6M | 0.09% | 54 |
|
|
2019
Q4 | $14.8M | Buy |
45,818
+998
| +2% | +$323K | 5.73% | 6 |
|
|
2019
Q3 | $13.4M | Sell |
44,820
-311
| -0.7% | -$92.8K | 5.56% | 6 |
|
|
2019
Q2 | $13.5M | Buy |
45,131
+1,310
| +3% | +$391K | 5.74% | 7 |
|
|
2019
Q1 | $12.6M | Buy |
43,821
+42,232
| +2,658% | +$12.2M | 5.71% | 8 |
|
|
2018
Q4 | $400K | Sell |
1,589
-40,183
| -96% | -$10.1M | 0.2% | 39 |
|
|
2018
Q3 | $12.3M | Buy |
41,772
+572
| +1% | +$168K | 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% | -$12.3M | 0.22% | 38 |
|
|
2017
Q4 | $13.7M | Sell |
48,143
-2,381
| -5% | -$678K | 6.88% | 6 |
|
|
2017
Q3 | $12.8M | Sell |
50,524
-8,290
| -14% | -$2.1M | 7.66% | 2 |
|
|
2017
Q2 | $14.3M | Buy |
+58,814
| New | +$14.3M | 9.64% | 2 |
|