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

Guidance Capital’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$532K	Buy	705 +77	+12%	+$56.1K	0.11%	164
2026 Q1	$457K	Sell	628 -1,112	-64%	-$759K	0.1%	172
2025 Q4	$1.2M	Sell	1,740 -33	-2%	-$22.4K	0.29%	80
2025 Q3	$1.21M	Buy	1,773 +9	+0.5%	+$5.8K	0.31%	73
2025 Q2	$1.1M	Sell	1,764 -159	-8%	-$91.3K	0.31%	67
2025 Q1	$1.09M	Buy	1,923 +495	+35%	+$292K	0.33%	56
2024 Q4	$872K	Buy	1,428 +595	+71%	+$352K	0.27%	93
2024 Q3	$489K	Sell	833 -11	-1%	-$6.12K	0.15%	137
2024 Q2	$467K	Sell	844 -2	-0.2%	-$1.05K	0.15%	140
2024 Q1	$429K	Sell	846 -477	-36%	-$239K	0.16%	138
2023 Q4	$628K	Sell	1,323 -157	-11%	-$70.3K	0.25%	91
2023 Q3	$627K	Buy	1,480 +412	+39%	+$184K	0.28%	65
2023 Q2	$479K	Buy	+1,068	New	+$450K	0.21%	97

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Guidance Capital's IVV Position: Q2 2026 in Review

Guidance Capital increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $56.1K and bringing the position to 705 shares worth $532K. The position accounts for 0.11% of the portfolio, ranked #164.

Guidance Capital first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Guidance Capital held 705 shares of iShares Core S&P 500 ETF worth $532K as of Q2 2026.
Guidance Capital bought 77 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $56.1K.
iShares Core S&P 500 ETF made up 0.11% of Guidance Capital's portfolio in Q2 2026, its #164 holding.
Guidance Capital first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Guidance Capital's iShares Core S&P 500 ETF position peaked at $1.21M in Q3 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.