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

Guidance Point Advisors’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 Q1	$54M	Buy	82,550 +1,223	+2%	+$835K	12.79%	2
2025 Q4	$55.8M	Buy	81,327 +801	+1%	+$544K	12.93%	2
2025 Q3	$54M	Sell	80,526 -2,774	-3%	-$1.79M	13.01%	2
2025 Q2	$51.7M	Buy	83,300 +2,764	+3%	+$1.59M	13.29%	2
2025 Q1	$45.3M	Buy	80,536 +993	+1%	+$586K	12.89%	2
2024 Q4	$46.8M	Buy	79,543 +713	+0.9%	+$422K	13.16%	2
2024 Q3	$45.5M	Buy	78,830 +783	+1%	+$435K	13.28%	2
2024 Q2	$42.7M	Sell	78,047 -1,506	-2%	-$792K	13.34%	2
2024 Q1	$41.9M	Buy	79,553 +302	+0.4%	+$151K	13.66%	2
2023 Q4	$37.9M	Sell	79,251 -3,014	-4%	-$1.35M	14.02%	2
2023 Q3	$35.3M	Sell	82,265 -3,519	-4%	-$1.57M	14.38%	2
2023 Q2	$38.2M	Sell	85,784 -454	-0.5%	-$191K	14.68%	2
2023 Q1	$35.4M	Buy	86,238 +3,567	+4%	+$1.43M	14.29%	2
2022 Q4	$31.8M	Buy	82,671 +7,077	+9%	+$2.73M	13.45%	2
2022 Q3	$27.1M	Buy	75,594 +19	+0%	+$7.59K	12.39%	2
2022 Q2	$28.7M	Buy	75,575 +3,227	+4%	+$1.33M	12.36%	2
2022 Q1	$33.2M	Buy	72,348 +1,592	+2%	+$712K	12.56%	2
2021 Q4	$33.9M	Buy	70,756 +76	+0.1%	+$35K	12.27%	2
2021 Q3	$30.4M	Buy	70,680 +1,119	+2%	+$496K	11.11%	2
2021 Q2	$29.9M	Buy	69,561 +2,007	+3%	+$841K	11.61%	2
2021 Q1	$26.9M	Buy	67,554 +3,891	+6%	+$1.51M	11.14%	2
2020 Q4	$23.9M	Buy	63,663 +3,299	+5%	+$1.17M	10.98%	2
2020 Q3	$20.3M	Sell	60,364 -1,904	-3%	-$634K	11.18%	2
2020 Q2	$19.3M	Buy	62,268 +309	+0.5%	+$90.7K	10.72%	2
2020 Q1	$16M	Sell	61,959 -2,740	-4%	-$840K	10.4%	2
2019 Q4	$20.9M	Buy	64,699 +940	+1%	+$291K	10.21%	2
2019 Q3	$19.1M	Sell	63,759 -133	-0.2%	-$39.5K	10.45%	2
2019 Q2	$18.8M	Buy	63,892 +252	+0.4%	+$73K	10.65%	2
2019 Q1	$18.1M	Buy	63,640 +263	+0.4%	+$71.9K	10.69%	2
2018 Q4	$15.8M	Buy	+63,377	New	+$17.2M	10.28%	2

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Guidance Point Advisors's IVV Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q1 2026, buying an estimated $835K and bringing the position to 82,550 shares worth $54M. The position accounts for 12.79% of the portfolio, ranked #2.

Guidance Point Advisors first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $55.8M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Guidance Point Advisors held 82,550 shares of iShares Core S&P 500 ETF worth $54M as of Q1 2026.
Guidance Point Advisors bought 1,223 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $835K.
iShares Core S&P 500 ETF made up 12.79% of Guidance Point Advisors's portfolio in Q1 2026, its #2 holding.
Guidance Point Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
Guidance Point Advisors's iShares Core S&P 500 ETF position peaked at $55.8M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.