iShares S&P 500 Index shares owned by GenWealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by GenWealth Group
from 13F filings
Historical chart of GenWealth Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by GenWealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 36k | 525.73 |
| 2023-12-31 | $16M | 34k | 477.64 |
| 2023-09-30 | $15M | 36k | 429.43 |
| 2023-06-30 | $16M | 36k | 445.71 |
| 2023-03-31 | $14M | 35k | 411.08 |
| 2022-12-31 | $13M | 35k | 384.21 |
| 2022-09-30 | $301k | 840 | 358.33 |
| 2022-06-30 | $319k | 840 | 379.76 |
| 2022-03-31 | $16M | 35k | 453.70 |
| 2021-12-31 | $18M | 38k | 476.97 |
| 2021-09-30 | $17M | 39k | 430.81 |
| 2021-06-30 | $17M | 40k | 429.93 |
| 2021-03-31 | $16M | 40k | 397.81 |
| 2020-12-31 | $15M | 40k | 375.40 |
| 2020-09-30 | $14M | 42k | 341.92 |
| 2020-06-30 | $14M | 45k | 311.82 |
| 2020-03-31 | $213k | 825 | 258.18 |
| 2019-12-31 | $15M | 46k | 323.24 |
| 2019-09-30 | $13M | 45k | 298.51 |
| 2019-06-30 | $14M | 45k | 298.22 |
| 2019-03-31 | $13M | 44k | 287.83 |
| 2018-12-31 | $400k | 1.6k | 251.73 |
| 2018-09-30 | $12M | 42k | 293.74 |
| 2018-06-30 | $11M | 41k | 272.72 |
| 2018-03-31 | $434k | 1.6k | 265.28 |
| 2017-12-31 | $14M | 48k | 284.71 |
| 2017-09-30 | $13M | 51k | 252.93 |
| 2017-06-30 | $14M | 59k | 243.39 |