IVV ISHARES CORE S&P 500 ETF

Ownership history in Guidance Point Advisors, LLC  ·  29 quarters on record

AI Ownership Summary

Guidance Point Advisors, LLC reported ISHARES CORE S&P 500 ETF (IVV) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.02% in 2023 Q4. The latest visible filing shows IVV at 12.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guidance Point Advisors, LLC's position in ISHARES CORE S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVV was reported at 12.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Guidance Point Advisors, LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 81,327 +801 +1.0% 12.93% $55.8M 2026-02-14 (Est.) $682.94
2025 Q3 REDUCED 80,526 -2,774 -3.3% 13.01% $54.0M 2025-10-23 $670.80
2025 Q2 ADDED 83,300 +2,764 +3.4% 13.29% $51.7M 2025-08-11 $633.13
2025 Q1 ADDED 80,536 +993 +1.2% 12.89% $45.3M 2025-05-14 $583.05
2024 Q4 ADDED 79,543 +713 +0.9% 13.16% $46.8M 2025-02-12 $596.93
2024 Q3 ADDED 78,830 +783 +1.0% 13.28% $45.5M 2024-10-30 $571.74
2024 Q2 REDUCED 78,047 -1,506 -1.9% 13.34% $42.7M 2024-07-26 $535.04
2024 Q1 ADDED 79,553 +302 +0.4% 13.66% $41.9M 2024-05-10 $510.05
2023 Q4 REDUCED 79,251 -3,014 -3.7% 14.02% $37.9M 2024-01-30 $479.20
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Guidance Point Advisors, LLC and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Guidance Point Advisors, LLC reported owning IVV?

Guidance Point Advisors, LLC reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in Guidance Point Advisors, LLC's portfolio?

The largest reported portfolio weight for IVV was 14.02% in 2023 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Guidance Point Advisors, LLC reported 81,327 shares, equal to 12.93% of portfolio, with an estimated market value of $55.8M.

What does the chart on this IVV ownership page compare?

The chart compares Guidance Point Advisors, LLC's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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