GAA
Guardian Asset Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Hold |
3,020
| – | – | 0.34% | 57 |
|
|
2025
Q1 | $576K | Buy |
3,020
+154
| +5% | +$29.3K | 0.38% | 52 |
|
|
2024
Q4 | $547K | Hold |
2,866
| – | – | 0.35% | 47 |
|
|
2024
Q3 | $565K | Buy |
2,866
+4
| +0.1% | +$789 | 0.38% | 49 |
|
|
2024
Q2 | $521K | Buy |
2,862
+25
| +0.9% | +$4.55K | 0.38% | 47 |
|
|
2024
Q1 | $530K | Buy |
+2,837
| New | +$530K | 0.44% | 45 |
|