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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

Tip: Access up to 7 years of quarterly data

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
2015-06-30 $52k 454 113.86
2015-03-31 $117k 1.0k 113.43
2014-12-31 $131k 1.1k 116.62

More positions owned by Genesis Wealth Advisors

iShares S&P 500 Index (IVV)
Claymore Exchange Trd Fd Tr gug bull2018 e
iShares MSCI EAFE Index Fund (EFA)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
iShares Lehman Aggregate Bond (AGG)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI ACWI Index Fund (ACWI)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
Vanguard Emerging Markets ETF (VWO)
Spdr S&p 500 Etf (SPY)
Claymore Exchange Trd Fd Tr gug bull2019 e
Cambria Etf Tr shshld yield etf (SYLD)
PowerShares Intl. Dividend Achiev.
WisdomTree Emerging Markets Eq (DEM)
Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index