Constant Guidance Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$329K Buy
+503
New +$343K 0.23% 33
2025
Q4
Sell
-522
Closed -$349K 53
2025
Q3
$349K Buy
+522
New +$336K 0.28% 34
2025
Q1
Sell
-522
Closed -$307K 37
2024
Q4
$307K Buy
522
+25
+5% +$14.8K 0.26% 34
2024
Q3
$237K Sell
497
-26
-5% -$14.5K 0.19% 30
2024
Q2
$286K Buy
523
+26
+5% +$13.7K 0.3% 25
2024
Q1
$257K Hold
497
0.24% 43
2023
Q4
$237K Buy
+497
New +$222K 0.24% 27

Other funds holding IVV

Constant Guidance Financial's IVV Position: Q1 2026 in Review

Constant Guidance Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 503 shares worth $329K. The stake represents 0.23% of the portfolio and ranks #33 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in IVV as recently as Q3 2025.

Constant Guidance Financial first reported a position in IVV in Q4 2023 and has held it in 7 quarters since. The position peaked at $349K in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Constant Guidance Financial held 503 shares of iShares Core S&P 500 ETF worth $329K as of Q1 2026.
  • iShares Core S&P 500 ETF was a new Constant Guidance Financial position in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.23% of Constant Guidance Financial's portfolio in Q1 2026, its #33 holding.
  • Constant Guidance Financial first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
  • Constant Guidance Financial's iShares Core S&P 500 ETF position peaked at $349K in Q3 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.