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

Guardian Asset Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$701K	Buy	3,088 +68	+2%	+$15.2K	0.32%	62
2026 Q1	$638K	Buy	3,020 +11	+0.4%	+$2.38K	0.37%	52
2025 Q4	$638K	Hold	3,009	–	–	0.33%	56
2025 Q3	$621K	Sell	3,009 -11	-0.4%	-$2.21K	0.33%	56
2025 Q2	$590K	Hold	3,020	–	–	0.34%	57
2025 Q1	$576K	Buy	3,020 +154	+5%	+$29.8K	0.38%	52
2024 Q4	$547K	Hold	2,866	–	–	0.35%	47
2024 Q3	$565K	Buy	2,866 +4	+0.1%	+$760	0.38%	49
2024 Q2	$521K	Buy	2,862 +25	+0.9%	+$4.55K	0.38%	47
2024 Q1	$530K	Buy	+2,837	New	+$504K	0.44%	45

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Guardian Asset Advisors's IVE Position: Q2 2026 in Review

Guardian Asset Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q2 2026, buying an estimated $15.2K and bringing the position to 3,088 shares worth $701K. The position accounts for 0.32% of the portfolio, ranked #62.

Guardian Asset Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 671 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Guardian Asset Advisors held 3,088 shares of iShares S&P 500 Value ETF worth $701K as of Q2 2026.
Guardian Asset Advisors bought 68 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $15.2K.
iShares S&P 500 Value ETF made up 0.32% of Guardian Asset Advisors's portfolio in Q2 2026, its #62 holding.
Guardian Asset Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
671 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.