IVV — ISHARES CORE S&P 500 ETF

Ownership history in GenWealth Group, Inc.  ·  35 quarters on record

This page tracks every 13F SEC filing in which GenWealth Group, Inc. reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.64% (2017 Q2)
Avg. % of fund
4.39%
First filed
2017 Q2
Last filed
2025 Q4
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,598 +2,070 +5.8% 4.45% $26.1M $683.12
2025 Q3 ADDED 35,528 +587 +1.7% 4.43% $23.8M $665.17
2025 Q2 ADDED 34,941 +34,174 +4455.5% 4.38% $21.7M $615.21
2025 Q1 REDUCED 767 -35,542 -97.9% 0.10% $431K $555.02
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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