iShares S&P 500 Value Index shares owned by GenWealth Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by GenWealth Group
from 13F filings
Historical chart of GenWealth Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by GenWealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 14k | 206.50 |
| 2025-06-30 | $2.8M | 14k | 195.42 |
| 2025-03-31 | $2.8M | 14k | 190.58 |
| 2024-12-31 | $2.8M | 15k | 190.88 |
| 2024-09-30 | $2.9M | 15k | 197.17 |
| 2024-06-30 | $2.7M | 15k | 182.01 |
| 2024-03-31 | $2.8M | 15k | 186.81 |
| 2023-12-31 | $2.6M | 15k | 173.89 |
| 2023-09-30 | $2.7M | 17k | 153.84 |
| 2023-06-30 | $3.1M | 19k | 161.19 |
| 2023-03-31 | $2.9M | 19k | 151.76 |
| 2022-12-31 | $2.8M | 19k | 145.07 |
| 2022-09-30 | $2.6M | 20k | 128.52 |
| 2022-06-30 | $2.7M | 20k | 137.45 |
| 2022-03-31 | $3.2M | 21k | 155.70 |
| 2021-12-31 | $3.3M | 21k | 156.60 |
| 2021-09-30 | $3.2M | 22k | 145.42 |
| 2021-06-30 | $3.3M | 23k | 147.62 |
| 2021-03-31 | $3.2M | 22k | 141.20 |
| 2020-12-31 | $4.0M | 31k | 128.02 |
| 2020-09-30 | $3.6M | 32k | 115.33 |
| 2020-06-30 | $3.7M | 34k | 108.19 |
| 2020-03-31 | $3.3M | 34k | 96.23 |
| 2019-12-31 | $4.5M | 34k | 130.06 |
| 2019-09-30 | $4.0M | 34k | 119.13 |
| 2019-06-30 | $4.1M | 35k | 117.53 |
| 2019-03-31 | $3.9M | 34k | 114.18 |
| 2018-12-31 | $3.3M | 33k | 101.12 |
| 2018-09-30 | $3.8M | 33k | 116.51 |
| 2018-06-30 | $3.6M | 33k | 110.02 |
| 2018-03-31 | $3.5M | 32k | 109.31 |
| 2017-12-31 | $3.4M | 29k | 119.84 |
| 2017-09-30 | $2.0M | 19k | 107.89 |
| 2017-06-30 | $1.4M | 13k | 104.89 |