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iShares S&P 500 Index shares owned by GEN Financial Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by GEN Financial Management from 13F filings

Historical chart of GEN Financial Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by GEN Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by GEN Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 2.0k 669.30
2025-06-30 $1.2M 2.0k 620.90
2025-03-31 $1.4M 2.4k 561.90
2024-12-31 $1.5M 2.5k 588.68

More positions owned by GEN Financial Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for GEN Financial Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index