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IVW icon

GenWealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

GenWealth Group’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
Q2 		$4.06M Sell
29,501
-2,045
-6% -$270K 0.63% 27
2026
Q1 		$3.57M Sell
31,546
-6
-0% -$722 0.61% 24
2025
Q4 		$3.93M Sell
31,552
-252
-0.8% -$30.8K 0.67% 26
2025
Q3 		$3.84M Sell
31,804
-1,032
-3% -$119K 0.71% 24
2025
Q2 		$3.62M Sell
32,836
-93
-0.3% -$9.21K 0.73% 24
2025
Q1 		$3.06M Sell
32,929
-262
-0.8% -$26.4K 0.67% 20
2024
Q4 		$3.37M Sell
33,191
-1,644
-5% -$164K 0.77% 25
2024
Q3 		$3.34M Sell
34,835
-777
-2% -$71.7K 0.77% 25
2024
Q2 		$3.3M Buy
35,612
+160
+0.5% +$13.8K 0.81% 25
2024
Q1 		$2.99M Sell
35,452
-1,342
-4% -$108K 0.75% 27
2023
Q4 		$2.76M Sell
36,794
-3,264
-8% -$232K 0.76% 27
2023
Q3 		$2.74M Sell
40,058
-783
-2% -$55.4K 0.83% 24
2023
Q2 		$2.88M Sell
40,841
-669
-2% -$44.2K 0.83% 24
2023
Q1 		$2.65M Sell
41,510
-612
-1% -$37.4K 0.81% 24
2022
Q4 		$2.46M Sell
42,122
-216
-0.5% -$13K 0.81% 24
2022
Q3 		$2.45M Sell
42,338
-394
-0.9% -$25.6K 0.83% 20
2022
Q2 		$2.58M Sell
42,732
-122
-0.3% -$8.07K 0.83% 19
2022
Q1 		$3.27M Sell
42,854
-1,773
-4% -$133K 0.91% 22
2021
Q4 		$3.73M Sell
44,627
-3,006
-6% -$242K 1.01% 22
2021
Q3 		$3.52M Sell
47,633
-207
-0.4% -$15.8K 1.03% 21
2021
Q2 		$3.48M Buy
47,840
+2,596
+6% +$180K 1.03% 22
2021
Q1 		$2.94M Sell
45,244
-18,598
-29% -$1.2M 0.94% 22
2020
Q4 		$4.07M Sell
63,842
-702
-1% -$42.6K 1.35% 17
2020
Q3 		$3.78M Sell
64,544
-7,076
-10% -$401K 1.37% 17
2020
Q2 		$3.75M Sell
71,620
-568
-0.8% -$27.2K 1.46% 20
2020
Q1 		$2.98M Sell
72,188
-1,088
-1% -$51.5K 1.3% 15
2019
Q4 		$3.55M Buy
73,276
+336
+0.5% +$15.6K 1.37% 23
2019
Q3 		$3.28M Sell
72,940
-1,416
-2% -$64K 1.36% 24
2019
Q2 		$3.38M Sell
74,356
-4
-0% -$176 1.44% 19
2019
Q1 		$3.24M Sell
74,360
-1,488
-2% -$61K 1.47% 17
2018
Q4 		$2.86M Sell
75,848
-3,452
-4% -$140K 1.42% 16
2018
Q3 		$3.52M Sell
79,300
-2,544
-3% -$109K 1.62% 17
2018
Q2 		$3.32M Buy
81,844
+4,736
+6% +$190K 1.63% 16
2018
Q1 		$2.99M Buy
77,108
+6,272
+9% +$250K 1.54% 15
2017
Q4 		$2.89M Buy
70,836
+19,944
+39% +$745K 1.45% 18
2017
Q3 		$1.82M Buy
50,892
+9,048
+22% +$319K 1.09% 19
2017
Q2 		$1.43M Buy
+41,844
New +$1.42M 0.96% 18

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

GenWealth Group's IVW Position: Q2 2026 in Review

GenWealth Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.5% in Q2 2026, selling an estimated $270K and leaving 29,501 shares worth $4.06M. The position accounts for 0.63% of the portfolio, ranked #27.

GenWealth Group first reported a position in IVW in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.07M in Q4 2020. 507 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • GenWealth Group held 29,501 shares of iShares S&P 500 Growth ETF worth $4.06M as of Q2 2026.
  • GenWealth Group sold 2,045 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $270K.
  • iShares S&P 500 Growth ETF made up 0.63% of GenWealth Group's portfolio in Q2 2026, its #27 holding.
  • GenWealth Group first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 37 quarters since.
  • GenWealth Group's iShares S&P 500 Growth ETF position peaked at $4.07M in Q4 2020.
  • 507 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.