iShares S&P 500 Growth Index shares owned by Gen-Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Gen-Wealth Partners
from 13F filings
Historical chart of Gen-Wealth Partners investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Gen-Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 72k | 120.72 |
| 2025-06-30 | $7.7M | 70k | 110.10 |
| 2025-03-31 | $7.3M | 79k | 92.83 |
| 2024-12-31 | $8.0M | 79k | 101.53 |
| 2024-09-30 | $7.8M | 79k | 97.93 |
| 2024-06-30 | $7.1M | 77k | 92.54 |
| 2024-03-31 | $4.0M | 48k | 84.44 |