Gen Wealth Partners Inc Ishares S&P 500 Growth ETF Transaction History

Gen Wealth Partners Inc

$296 Billion
Q3 2025

A detailed history of Gen Wealth Partners Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Gen Wealth Partners Inc holds 71,596 shares of IVW stock, worth $8.67 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

71,596

Previous 70,173 2.03%

Holding current value

$8.67 Million

Previous $7.73 Billion 11.87%

% of portfolio

2.92%

Previous 2.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$108.97 - $121.65 $155,064 - $173,107	1,423 Added 2.03%	71,596 $8.64 Billion
Q2 2025 Aug 14, 2025	SELL	$82.96 - $110.1 $700,431 - $929,574	-8,443 Reduced 10.74%	70,173 $7.73 Billion
Q1 2025 May 13, 2025	SELL	$92.45 - $106.69 $57,966 - $66,894	-627 Reduced 0.79%	78,616 $7.3 Billion
Q4 2024 Feb 14, 2025	SELL	$94.43 - $105.47 $11,048 - $12,339	-117 Reduced 0.15%	79,243 $8.05 Billion
Q3 2024 Nov 13, 2024	BUY	$84.77 - $97.13 $217,943 - $249,721	2,571 Added 3.35%	79,360 $7.77 Billion

Q2 2024 Aug 13, 2024	BUY	$79.31 - $93.31 $2.3 Million - $2.7 Million	28,956 Added 60.54%	76,789 $7.11 Billion
Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $3.49 Million - $4.07 Million	47,833 New	47,833 $4.04 Billion

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Account

Gen Wealth Partners Inc Ishares S&P 500 Growth ETF Transaction History