Guardian Asset Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Guardian Asset Advisors's IVV Position: Q2 2026 in Review
Guardian Asset Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 79% in Q2 2026, buying an estimated $1.32M and bringing the position to 4,112 shares worth $3.08M. The position accounts for 1.42% of the portfolio, ranked #19.
Guardian Asset Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Guardian Asset Advisors held 4,112 shares of iShares Core S&P 500 ETF worth $3.08M as of Q2 2026.
- Guardian Asset Advisors bought 1,815 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.32M.
- iShares Core S&P 500 ETF made up 1.42% of Guardian Asset Advisors's portfolio in Q2 2026, its #19 holding.
- Guardian Asset Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.