Guidance Point Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Guidance Point Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.2M	Sell	187,266 -827	-0.4%	-$99.5K	5.02%	4
2025 Q4	$23.2M	Sell	188,093 -3,944	-2%	-$483K	5.38%	3
2025 Q3	$23.2M	Sell	192,037 -5,864	-3%	-$674K	5.59%	3
2025 Q2	$21.8M	Sell	197,901 -764	-0.4%	-$75.6K	5.6%	3
2025 Q1	$18.4M	Buy	198,665 +1,472	+0.7%	+$148K	5.25%	3
2024 Q4	$20M	Buy	197,193 +3,470	+2%	+$346K	5.63%	3
2024 Q3	$18.5M	Buy	193,723 +926	+0.5%	+$85.5K	5.42%	4
2024 Q2	$17.8M	Buy	192,797 +158	+0.1%	+$13.6K	5.57%	3
2024 Q1	$16.3M	Buy	192,639 +2,080	+1%	+$167K	5.31%	3
2023 Q4	$14.3M	Sell	190,559 -2,444	-1%	-$174K	5.29%	4
2023 Q3	$13.2M	Sell	193,003 -647	-0.3%	-$45.8K	5.38%	4
2023 Q2	$13.6M	Sell	193,650 -143	-0.1%	-$9.45K	5.24%	4
2023 Q1	$12.4M	Buy	193,793 +580	+0.3%	+$35.5K	4.99%	5
2022 Q4	$11.3M	Sell	193,213 -3,462	-2%	-$208K	4.79%	6
2022 Q3	$11.4M	Buy	196,675 +1,892	+1%	+$123K	5.19%	3
2022 Q2	$11.8M	Buy	194,783 +7,016	+4%	+$464K	5.07%	3
2022 Q1	$14.4M	Buy	187,767 +5,230	+3%	+$393K	5.45%	3
2021 Q4	$15.3M	Buy	182,537 +88	+0%	+$7.09K	5.53%	4
2021 Q3	$13.5M	Buy	182,449 +6,362	+4%	+$485K	4.92%	4
2021 Q2	$12.8M	Buy	176,087 +2,451	+1%	+$170K	4.97%	4
2021 Q1	$11.3M	Buy	173,636 +2,018	+1%	+$130K	4.69%	4
2020 Q4	$11M	Buy	171,618 +2,758	+2%	+$167K	5.03%	4
2020 Q3	$9.76M	Sell	168,860 -20,056	-11%	-$1.14M	5.38%	3
2020 Q2	$9.8M	Sell	188,916 -1,480	-0.8%	-$70.9K	5.45%	3
2020 Q1	$7.86M	Sell	190,396 -21,636	-10%	-$1.02M	5.11%	4
2019 Q4	$10.3M	Buy	212,032 +5,016	+2%	+$233K	5.01%	3
2019 Q3	$9.32M	Buy	207,016 +1,904	+0.9%	+$86.1K	5.1%	3
2019 Q2	$9.19M	Buy	205,112 +2,048	+1%	+$90.1K	5.2%	3
2019 Q1	$8.75M	Sell	203,064 -6,940	-3%	-$284K	5.16%	5
2018 Q4	$7.91M	Buy	+210,004	New	+$8.5M	5.14%	4

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Guidance Point Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.44% in Q1 2026, selling an estimated $99.5K and leaving 187,266 shares worth $21.2M. The position accounts for 5.02% of the portfolio, ranked #4.

Guidance Point Advisors first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.2M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Guidance Point Advisors held 187,266 shares of iShares S&P 500 Growth ETF worth $21.2M as of Q1 2026.
Guidance Point Advisors sold 827 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $99.5K.
iShares S&P 500 Growth ETF made up 5.02% of Guidance Point Advisors's portfolio in Q1 2026, its #4 holding.
Guidance Point Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Guidance Point Advisors's iShares S&P 500 Growth ETF position peaked at $23.2M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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