iShares S&P 500 Growth Index shares owned by Genesis Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Genesis Wealth Advisors
from 13F filings
Historical chart of Genesis Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Genesis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $617k | 5.0k | 123.26 |
| 2025-09-30 | $611k | 5.1k | 120.72 |
| 2025-06-30 | $568k | 5.2k | 110.10 |
| 2025-03-31 | $440k | 4.7k | 92.83 |
| 2024-12-31 | $342k | 3.4k | 101.53 |
| 2015-06-30 | $52k | 454 | 113.86 |
| 2015-03-31 | $117k | 1.0k | 113.43 |
| 2014-12-31 | $131k | 1.1k | 116.62 |