ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Guidance Point Advisors, LLC's Holding History (CIK: 0001767710)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 61,646 Value ($000) $13,085 Avg Close — Range —
Q3 2025
Shares 60,483 Value ($000) $12,501 Avg Close — Range —
Q2 2025
Shares 61,403 Value ($000) $12,000 Avg Close — Range —
Q1 2025
Shares 61,793 Value ($000) $11,777 Avg Close — Range —
Q4 2024
Shares 61,278 Value ($000) $11,696 Avg Close — Range —
Q3 2024
Shares 59,658 Value ($000) $11,763 Avg Close — Range —
Q2 2024
Shares 58,676 Value ($000) $10,687 Avg Close — Range —
Q1 2024
Shares 53,038 Value ($000) $9,917 Avg Close — Range —
Q4 2023
Shares 52,822 Value ($000) $9,193 Avg Close — Range —
Q3 2023
Shares 53,006 Value ($000) $8,156 Avg Close — Range —
Q2 2023
Shares 52,965 Value ($000) $8,539 Avg Close — Range —
Q1 2023
Shares 53,055 Value ($000) $8,052 Avg Close — Range —
Q4 2022
Shares 51,175 Value ($000) $7,424 Avg Close — Range —
Q3 2022
Shares 50,351 Value ($000) $6,474 Avg Close — Range —
Q2 2022
Shares 49,378 Value ($000) $6,787 Avg Close — Range —
Q1 2022
Shares 46,950 Value ($000) $7,369 Avg Close — Range —
Q4 2021
Shares 44,708 Value ($000) $7,002 Avg Close — Range —
Q3 2021
Shares 43,875 Value ($000) $6,380 Avg Close — Range —
Q2 2021
Shares 40,605 Value ($000) $5,995 Avg Close — Range —
Q1 2021
Shares 39,418 Value ($000) $5,567 Avg Close — Range —
Q4 2020
Shares 38,316 Value ($000) $4,905 Avg Close — Range —
Q3 2020
Shares 35,485 Value ($000) $3,990 Avg Close — Range —
Q2 2020
Shares 39,167 Value ($000) $4,238 Avg Close — Range —
Q1 2020
Shares 36,958 Value ($000) $3,557 Avg Close — Range —
Q4 2019
Shares 45,645 Value ($000) $5,937 Avg Close — Range —
Q3 2019
Shares 46,351 Value ($000) $5,522 Avg Close — Range —
Q2 2019
Shares 45,631 Value ($000) $5,319 Avg Close — Range —
Q1 2019
Shares 46,022 Value ($000) $5,188 Avg Close — Range —
Q4 2018
Shares 47,708 Value ($000) $4,825 Avg Close — Range —