GenWealth Group, Inc. IVV Holdings History
GenWealth Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, GenWealth Group, Inc. held 34,941.00 shares of iShares Core S&P 500 ETF(IVV), totaling $21.69 Mil. This investment constitutes 4.38% of their stock portfolio, and GenWealth Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then GenWealth Group, Inc. has made 14 purchases of IVV, at an average price of $350.64, for a total of 202,233.00 shares. In addition, there have been 14 sales at an average price of $385.90 for 167,292.00 shares. Based on historical transaction data and IVV's current price of $629.79, GenWealth Group, Inc.'s estimated gain on his IVV holdings is $15.65 Mil, reflecting a 22.07% gain to date.
GenWealth Group, Inc. IVV ($629.79) Holding Chart
GenWealth Group, Inc. IVV ($629.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
