Guidance Point Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7M | Buy |
|
|||||
|
2025
Q1 | $45.3M | Buy |
|
|||||
|
2024
Q4 | $46.8M | Buy |
|
|||||
|
2024
Q3 | $45.5M | Buy |
|
|||||
|
2024
Q2 | $42.7M | Sell |
|
|||||
|
2024
Q1 | $41.9M | Buy |
|
|||||
|
2023
Q4 | $37.9M | Sell |
|
|||||
|
2023
Q3 | $35.3M | Sell |
|
|||||
|
2023
Q2 | $38.2M | Sell |
|
|||||
|
2023
Q1 | $35.4M | Buy |
|
|||||
|
2022
Q4 | $31.8M | Buy |
|
|||||
|
2022
Q3 | $27.1M | Buy |
|
|||||
|
2022
Q2 | $28.7M | Buy |
|
|||||
|
2022
Q1 | $33.2M | Buy |
|
|||||
|
2021
Q4 | $33.9M | Buy |
|
|||||
|
2021
Q3 | $30.4M | Buy |
|
|||||
|
2021
Q2 | $29.9M | Buy |
|
|||||
|
2021
Q1 | $26.9M | Buy |
|
|||||
|
2020
Q4 | $23.9M | Buy |
|
|||||
|
2020
Q3 | $20.3M | Sell |
|
|||||
|
2020
Q2 | $19.3M | Buy |
|
|||||
|
2020
Q1 | $16M | Sell |
|
|||||
|
2019
Q4 | $20.9M | Buy |
|
|||||
|
2019
Q3 | $19.1M | Sell |
|
|||||
|
2019
Q2 | $18.8M | Buy |
|
|||||
|
2019
Q1 | $18.1M | Buy |
|
|||||
|
2018
Q4 | $15.8M | Buy |
|