Guidance Point Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $26.7M | Buy |
187,654
+53
| +0% | +$7.35K | 5.59% | 3 |
|
|
2026
Q2 | $25.8M | Buy |
187,601
+335
| +0.2% | +$44.2K | 5.45% | 3 |
|
|
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 | $9.8M | 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
Guidance Point Advisors's IVW Position: Q3 2026 in Review
Guidance Point Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q3 2026, buying an estimated $7.35K and bringing the position to 187,654 shares worth $26.7M. The position accounts for 5.59% of the portfolio, ranked #3.
Guidance Point Advisors first reported a position in IVW in Q4 2018 and has held it in 32 quarters since. 1,021 funds tracked by Wall St. Rank hold IVW as of Q3 2026.
- Guidance Point Advisors held 187,654 shares of iShares S&P 500 Growth ETF worth $26.7M as of Q3 2026.
- Guidance Point Advisors bought 53 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $7.35K.
- iShares S&P 500 Growth ETF made up 5.59% of Guidance Point Advisors's portfolio in Q3 2026, its #3 holding.
- Guidance Point Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 32 quarters since.
- 1,021 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.
Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.