iShares S&P 500 Index shares owned by Gen-Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gen-Wealth Partners
from 13F filings
Historical chart of Gen-Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Gen-Wealth Partners 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-Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 10k | 669.27 |
| 2025-06-30 | $6.7M | 11k | 620.88 |
| 2025-03-31 | $5.8M | 10k | 561.90 |
| 2024-12-31 | $6.5M | 11k | 588.68 |
| 2024-09-30 | $6.4M | 11k | 582.69 |
| 2024-06-30 | $5.6M | 10k | 547.25 |
| 2024-03-31 | $6.1M | 12k | 525.74 |