iShares S&P 500 Index shares owned by Genesis Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Genesis Wealth Advisors
from 13F filings
Historical chart of Genesis Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Genesis Wealth Advisors 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 Genesis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 14k | 669.30 |
| 2025-06-30 | $8.6M | 14k | 620.90 |
| 2025-03-31 | $7.8M | 14k | 561.90 |
| 2024-12-31 | $8.0M | 14k | 588.68 |
| 2015-06-30 | $16M | 76k | 207.22 |
| 2015-03-31 | $16M | 76k | 207.18 |
| 2014-12-31 | $22M | 104k | 213.15 |