Guardian Asset Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Hold
2025
Q1
$576K Buy
2024
Q4
$547K Hold
2024
Q3
$565K Buy
2024
Q2
$521K Buy
2024
Q1
$530K Buy