GAA
Guardian Asset Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
2,383
-32
| -1% | -$19.9K | 0.85% | 32 |
|
|
2025
Q1 | $1.35M | Sell |
2,415
-187
| -7% | -$105K | 0.88% | 26 |
|
|
2024
Q4 | $1.53M | Sell |
2,602
-415
| -14% | -$244K | 0.98% | 25 |
|
|
2024
Q3 | $1.74M | Sell |
3,017
-1,018
| -25% | -$586K | 1.18% | 18 |
|
|
2024
Q2 | $2.21M | Sell |
4,035
-858
| -18% | -$469K | 1.62% | 15 |
|
|
2024
Q1 | $2.57M | Sell |
4,893
-1,200
| -20% | -$631K | 2.13% | 13 |
|
|
2023
Q4 | $2.91M | Buy |
+6,093
| New | +$2.91M | 2.73% | 7 |
|