Guardian Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
1,919
+6
+0.3% +$3.73K 0.54% 30
2025
Q1
$1.07M Buy
+1,913
New +$1.07M 0.51% 32