Guidance Point Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $15M | Buy |
65,724
+3,709
| +6% | +$866K | 3.14% | 7 |
|
|
2026
Q2 | $14.1M | Buy |
62,015
+454
| +0.7% | +$101K | 2.98% | 7 |
|
|
2026
Q1 | $13M | Sell |
61,561
-85
| -0.1% | -$18.4K | 3.08% | 7 |
|
|
2025
Q4 | $13.1M | Buy |
61,646
+1,163
| +2% | +$244K | 3.03% | 7 |
|
|
2025
Q3 | $12.5M | Sell |
60,483
-920
| -1% | -$185K | 3.01% | 7 |
|
|
2025
Q2 | $12M | Sell |
61,403
-390
| -0.6% | -$72.6K | 3.08% | 7 |
|
|
2025
Q1 | $11.8M | Buy |
61,793
+515
| +0.8% | +$100K | 3.35% | 7 |
|
|
2024
Q4 | $11.7M | Buy |
61,278
+1,620
| +3% | +$321K | 3.29% | 7 |
|
|
2024
Q3 | $11.8M | Buy |
59,658
+982
| +2% | +$187K | 3.43% | 7 |
|
|
2024
Q2 | $10.7M | Buy |
58,676
+5,638
| +11% | +$1.03M | 3.34% | 7 |
|
|
2024
Q1 | $9.9M | Buy |
53,038
+216
| +0.4% | +$38.4K | 3.24% | 7 |
|
|
2023
Q4 | $9.19M | Sell |
52,822
-184
| -0.3% | -$29.6K | 3.4% | 7 |
|
|
2023
Q3 | $8.16M | Buy |
53,006
+41
| +0.1% | +$6.63K | 3.32% | 7 |
|
|
2023
Q2 | $8.54M | Sell |
52,965
-90
| -0.2% | -$13.8K | 3.28% | 7 |
|
|
2023
Q1 | $8.05M | Buy |
53,055
+1,880
| +4% | +$284K | 3.25% | 7 |
|
|
2022
Q4 | $7.42M | Buy |
51,175
+824
| +2% | +$118K | 3.14% | 7 |
|
|
2022
Q3 | $6.47M | Buy |
50,351
+973
| +2% | +$138K | 2.95% | 7 |
|
|
2022
Q2 | $6.79M | Buy |
49,378
+2,428
| +5% | +$358K | 2.93% | 7 |
|
|
2022
Q1 | $7.37M | Buy |
46,950
+2,242
| +5% | +$345K | 2.79% | 7 |
|
|
2021
Q4 | $7M | Buy |
44,708
+833
| +2% | +$127K | 2.54% | 9 |
|
|
2021
Q3 | $6.38M | Buy |
43,875
+3,270
| +8% | +$487K | 2.33% | 9 |
|
|
2021
Q2 | $6M | Buy |
40,605
+1,187
| +3% | +$175K | 2.33% | 9 |
|
|
2021
Q1 | $5.57M | Buy |
39,418
+1,102
| +3% | +$148K | 2.31% | 9 |
|
|
2020
Q4 | $4.9M | Buy |
38,316
+2,831
| +8% | +$342K | 2.25% | 9 |
|
|
2020
Q3 | $3.99M | Sell |
35,485
-3,682
| -9% | -$417K | 2.2% | 9 |
|
|
2020
Q2 | $4.24M | Buy |
39,167
+2,209
| +6% | +$234K | 2.36% | 9 |
|
|
2020
Q1 | $3.56M | Sell |
36,958
-8,687
| -19% | -$1.03M | 2.31% | 10 |
|
|
2019
Q4 | $5.94M | Sell |
45,645
-706
| -2% | -$87.8K | 2.9% | 8 |
|
|
2019
Q3 | $5.52M | Buy |
46,351
+720
| +2% | +$84.5K | 3.02% | 8 |
|
|
2019
Q2 | $5.32M | Sell |
45,631
-391
| -0.8% | -$44.8K | 3.01% | 8 |
|
|
2019
Q1 | $5.19M | Sell |
46,022
-1,686
| -4% | -$185K | 3.06% | 8 |
|
|
2018
Q4 | $4.82M | Buy |
+47,708
| New | +$5.22M | 3.13% | 8 |
|
Other funds holding IVE
Guidance Point Advisors's IVE Position: Q3 2026 in Review
Guidance Point Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 6% in Q3 2026, buying an estimated $866K and bringing the position to 65,724 shares worth $15M. The position accounts for 3.14% of the portfolio, ranked #7.
Guidance Point Advisors first reported a position in IVE in Q4 2018 and has held it in 32 quarters since. 485 funds tracked by Wall St. Rank hold IVE as of Q3 2026.
- Guidance Point Advisors held 65,724 shares of iShares S&P 500 Value ETF worth $15M as of Q3 2026.
- Guidance Point Advisors bought 3,709 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $866K.
- iShares S&P 500 Value ETF made up 3.14% of Guidance Point Advisors's portfolio in Q3 2026, its #7 holding.
- Guidance Point Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 32 quarters since.
- 485 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.
Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.