GPA
Guidance Point Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Sell |
197,901
-764
| -0.4% | -$84.1K | 5.6% | 3 |
|
|
2025
Q1 | $18.4M | Buy |
198,665
+1,472
| +0.7% | +$137K | 5.25% | 3 |
|
|
2024
Q4 | $20M | Buy |
197,193
+3,470
| +2% | +$352K | 5.63% | 3 |
|
|
2024
Q3 | $18.5M | Buy |
193,723
+926
| +0.5% | +$88.7K | 5.42% | 4 |
|
|
2024
Q2 | $17.8M | Buy |
192,797
+158
| +0.1% | +$14.6K | 5.57% | 3 |
|
|
2024
Q1 | $16.3M | Buy |
192,639
+2,080
| +1% | +$176K | 5.31% | 3 |
|
|
2023
Q4 | $14.3M | Sell |
190,559
-2,444
| -1% | -$184K | 5.29% | 4 |
|
|
2023
Q3 | $13.2M | Sell |
193,003
-647
| -0.3% | -$44.3K | 5.38% | 4 |
|
|
2023
Q2 | $13.6M | Sell |
193,650
-143
| -0.1% | -$10.1K | 5.24% | 4 |
|
|
2023
Q1 | $12.4M | Buy |
193,793
+580
| +0.3% | +$37.1K | 4.99% | 5 |
|
|
2022
Q4 | $11.3M | Sell |
193,213
-3,462
| -2% | -$203K | 4.79% | 6 |
|
|
2022
Q3 | $11.4M | Buy |
196,675
+1,892
| +1% | +$109K | 5.19% | 3 |
|
|
2022
Q2 | $11.8M | Buy |
194,783
+7,016
| +4% | +$423K | 5.07% | 3 |
|
|
2022
Q1 | $14.4M | Buy |
187,767
+5,230
| +3% | +$401K | 5.45% | 3 |
|
|
2021
Q4 | $15.3M | Buy |
182,537
+88
| +0% | +$7.36K | 5.53% | 4 |
|
|
2021
Q3 | $13.5M | Buy |
182,449
+6,362
| +4% | +$470K | 4.92% | 4 |
|
|
2021
Q2 | $12.8M | Buy |
176,087
+2,451
| +1% | +$178K | 4.97% | 4 |
|
|
2021
Q1 | $11.3M | Buy |
173,636
+2,018
| +1% | +$131K | 4.69% | 4 |
|
|
2020
Q4 | $11M | Buy |
171,618
+129,403
| +307% | +$8.26M | 5.03% | 4 |
|
|
2020
Q3 | $9.76M | Sell |
42,215
-5,014
| -11% | -$1.16M | 5.38% | 3 |
|
|
2020
Q2 | $9.8M | Sell |
47,229
-370
| -0.8% | -$76.8K | 5.45% | 3 |
|
|
2020
Q1 | $7.86M | Sell |
47,599
-5,409
| -10% | -$893K | 5.11% | 4 |
|
|
2019
Q4 | $10.3M | Buy |
53,008
+1,254
| +2% | +$243K | 5.01% | 3 |
|
|
2019
Q3 | $9.32M | Buy |
51,754
+476
| +0.9% | +$85.7K | 5.1% | 3 |
|
|
2019
Q2 | $9.19M | Buy |
51,278
+512
| +1% | +$91.8K | 5.2% | 3 |
|
|
2019
Q1 | $8.75M | Sell |
50,766
-1,735
| -3% | -$299K | 5.16% | 5 |
|
|
2018
Q4 | $7.91M | Buy |
+52,501
| New | +$7.91M | 5.14% | 4 |
|