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iShares S&P 500 Index shares owned by Generation Capital Management

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

Historical chart of Generation Capital 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 Generation Capital 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 Generation Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0M 4.5k 653.22
2025-12-31 $3.3M 4.8k 684.95
2025-09-30 $3.2M 4.8k 669.31
2025-06-30 $3.0M 4.8k 620.90

More positions owned by Generation Capital Management

RBB F/m Us Treasury (TBIL)
Ishares Tr TRS FLT RT BD (TFLO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (FLRN)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Generation Capital Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index