GPA
Guidance Point Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7M | Buy |
83,300
+2,764
| +3% | +$1.72M | 13.29% | 2 |
|
|
2025
Q1 | $45.3M | Buy |
80,536
+993
| +1% | +$558K | 12.89% | 2 |
|
|
2024
Q4 | $46.8M | Buy |
79,543
+713
| +0.9% | +$420K | 13.16% | 2 |
|
|
2024
Q3 | $45.5M | Buy |
78,830
+783
| +1% | +$452K | 13.28% | 2 |
|
|
2024
Q2 | $42.7M | Sell |
78,047
-1,506
| -2% | -$824K | 13.34% | 2 |
|
|
2024
Q1 | $41.9M | Buy |
79,553
+302
| +0.4% | +$159K | 13.66% | 2 |
|
|
2023
Q4 | $37.9M | Sell |
79,251
-3,014
| -4% | -$1.44M | 14.02% | 2 |
|
|
2023
Q3 | $35.3M | Sell |
82,265
-3,519
| -4% | -$1.51M | 14.38% | 2 |
|
|
2023
Q2 | $38.2M | Sell |
85,784
-454
| -0.5% | -$202K | 14.68% | 2 |
|
|
2023
Q1 | $35.4M | Buy |
86,238
+3,567
| +4% | +$1.47M | 14.29% | 2 |
|
|
2022
Q4 | $31.8M | Buy |
82,671
+7,077
| +9% | +$2.72M | 13.45% | 2 |
|
|
2022
Q3 | $27.1M | Buy |
75,594
+19
| +0% | +$6.82K | 12.39% | 2 |
|
|
2022
Q2 | $28.7M | Buy |
75,575
+3,227
| +4% | +$1.22M | 12.36% | 2 |
|
|
2022
Q1 | $33.2M | Buy |
72,348
+1,592
| +2% | +$730K | 12.56% | 2 |
|
|
2021
Q4 | $33.9M | Buy |
70,756
+76
| +0.1% | +$36.4K | 12.27% | 2 |
|
|
2021
Q3 | $30.5M | Buy |
70,680
+1,119
| +2% | +$482K | 11.11% | 2 |
|
|
2021
Q2 | $29.9M | Buy |
69,561
+2,007
| +3% | +$863K | 11.61% | 2 |
|
|
2021
Q1 | $26.9M | Buy |
67,554
+3,891
| +6% | +$1.55M | 11.14% | 2 |
|
|
2020
Q4 | $23.9M | Buy |
63,663
+3,299
| +5% | +$1.24M | 10.98% | 2 |
|
|
2020
Q3 | $20.3M | Sell |
60,364
-1,904
| -3% | -$640K | 11.18% | 2 |
|
|
2020
Q2 | $19.3M | Buy |
62,268
+309
| +0.5% | +$95.7K | 10.72% | 2 |
|
|
2020
Q1 | $16M | Sell |
61,959
-2,740
| -4% | -$707K | 10.4% | 2 |
|
|
2019
Q4 | $20.9M | Buy |
64,699
+940
| +1% | +$304K | 10.21% | 2 |
|
|
2019
Q3 | $19.1M | Sell |
63,759
-133
| -0.2% | -$39.8K | 10.45% | 2 |
|
|
2019
Q2 | $18.8M | Buy |
63,892
+252
| +0.4% | +$74.3K | 10.65% | 2 |
|
|
2019
Q1 | $18.1M | Buy |
63,640
+263
| +0.4% | +$74.8K | 10.69% | 2 |
|
|
2018
Q4 | $15.8M | Buy |
+63,377
| New | +$15.8M | 10.28% | 2 |
|