GPA
Guidance Point Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
28,967
+337
| +1% | +$31.9K | 0.7% | 26 |
|
|
2025
Q1 | $2.64M | Buy |
28,630
+784
| +3% | +$72.4K | 0.75% | 25 |
|
|
2024
Q4 | $2.58M | Buy |
27,846
+42
| +0.2% | +$3.89K | 0.72% | 25 |
|
|
2024
Q3 | $2.66M | Sell |
27,804
-333
| -1% | -$31.8K | 0.78% | 25 |
|
|
2024
Q2 | $2.48M | Buy |
28,137
+36
| +0.1% | +$3.17K | 0.77% | 24 |
|
|
2024
Q1 | $2.54M | Buy |
28,101
+140
| +0.5% | +$12.7K | 0.83% | 24 |
|
|
2023
Q4 | $2.36M | Sell |
27,961
-17,436
| -38% | -$1.47M | 0.87% | 24 |
|
|
2023
Q3 | $3.39M | Sell |
45,397
-2,845
| -6% | -$212K | 1.38% | 17 |
|
|
2023
Q2 | $3.78M | Sell |
48,242
-5,538
| -10% | -$433K | 1.45% | 14 |
|
|
2023
Q1 | $3.97M | Buy |
53,780
+191
| +0.4% | +$14.1K | 1.6% | 11 |
|
|
2022
Q4 | $3.79M | Buy |
53,589
+15,977
| +42% | +$1.13M | 1.6% | 12 |
|
|
2022
Q3 | $2.35M | Buy |
37,612
+578
| +2% | +$36.2K | 1.07% | 26 |
|
|
2022
Q2 | $2.48M | Sell |
37,034
-1,176
| -3% | -$78.6K | 1.07% | 27 |
|
|
2022
Q1 | $2.9M | Buy |
38,210
+3,392
| +10% | +$257K | 1.1% | 21 |
|
|
2021
Q4 | $2.66M | Sell |
34,818
-4,266
| -11% | -$326K | 0.96% | 21 |
|
|
2021
Q3 | $2.77M | Sell |
39,084
-191
| -0.5% | -$13.5K | 1.01% | 20 |
|
|
2021
Q2 | $2.83M | Buy |
39,275
+132
| +0.3% | +$9.5K | 1.1% | 19 |
|
|
2021
Q1 | $2.7M | Buy |
39,143
+13,902
| +55% | +$958K | 1.12% | 19 |
|
|
2020
Q4 | $1.57M | Buy |
25,241
+21,138
| +515% | +$1.31M | 0.72% | 26 |
|
|
2020
Q3 | $222K | Buy |
+4,103
| New | +$222K | 0.12% | 72 |
|