Guidance Point Advisors, LLC IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 1767710
As of 2026-06-30, Guidance Point Advisors, LLC reported 81.71K IVV (shares), valued at $61.26M, or 12.94% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares decreased 1.02%; reported value increased 13.48%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 12.94% | 81,708 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 12.79% | 82,550 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 12.93% | 81,327 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 13.01% | 80,526 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 13.29% | 83,300 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 12.89% | 80,536 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 13.16% | 79,543 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 13.28% | 78,830 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 13.34% | 78,047 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 13.66% | 79,553 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 14.02% | 79,251 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 14.38% | 82,265 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 14.38% | 82,265 | $35.33M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 14.02% | 79,251 | $37.89M | Shares decreased 3.66%; reported value increased 7.27%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 13.66% | 79,553 | $41.86M | Shares increased 0.38%; reported value increased 10.47%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 13.34% | 78,047 | $42.72M | Shares decreased 1.89%; reported value increased 2.04%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 13.28% | 78,830 | $45.47M | Shares increased 1.00%; reported value increased 6.45%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 13.16% | 79,543 | $46.83M | Shares increased 0.90%; reported value increased 2.98%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 12.89% | 80,536 | $45.25M | Shares increased 1.25%; reported value decreased 3.36%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 13.29% | 83,300 | $51.72M | Shares increased 3.43%; reported value increased 14.29%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 13.01% | 80,526 | $53.97M | Shares decreased 3.33%; reported value increased 4.34%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 12.93% | 81,327 | $55.77M | Shares increased 0.99%; reported value increased 3.35%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 12.79% | 82,550 | $53.99M | Shares increased 1.50%; reported value decreased 3.20%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 12.94% | 81,708 | $61.26M | Shares decreased 1.02%; reported value increased 13.48%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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