Guided Capital Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Guided Capital Wealth Management’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 Q3	$590K	Buy	770 +34	+5%	+$25.9K	0.34%	30
2026 Q2	$551K	Hold	736	–	–	0.32%	31
2026 Q1	$481K	Hold	736	–	–	0.32%	31
2025 Q4	$504K	Hold	736	–	–	0.35%	34
2025 Q3	$493K	Hold	736	–	–	0.42%	29
2025 Q2	$457K	Hold	736	–	–	0.35%	31
2025 Q1	$414K	Hold	736	–	–	0.35%	30
2024 Q4	$433K	Buy	+736	New	+$436K	0.4%	25

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Guided Capital Wealth Management's IVV Position: Q3 2026 in Review

Guided Capital Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q3 2026, buying an estimated $25.9K and bringing the position to 770 shares worth $590K. The position accounts for 0.34% of the portfolio, ranked #30.

Guided Capital Wealth Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Guided Capital Wealth Management held 770 shares of iShares Core S&P 500 ETF worth $590K as of Q3 2026.
Guided Capital Wealth Management bought 34 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $25.9K.
iShares Core S&P 500 ETF made up 0.34% of Guided Capital Wealth Management's portfolio in Q3 2026, its #30 holding.
Guided Capital Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Guided Capital Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.