Guardian Asset Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.48M	Sell
2025 Q1	$1.35M	Sell
2024 Q4	$1.53M	Sell
2024 Q3	$1.74M	Sell
2024 Q2	$2.21M	Sell
2024 Q1	$2.57M	Sell
2023 Q4	$2.91M	Buy