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

Guardian Financial Partners’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
2026 Q2	$908K	Sell	1,212 -194	-14%	-$141K	0.35%	40
2026 Q1	$918K	Sell	1,406 -212	-13%	-$145K	0.39%	40
2025 Q4	$1.11M	Buy	1,618 +6	+0.4%	+$4.07K	0.47%	34
2025 Q3	$1.08M	Sell	1,612 -307	-16%	-$198K	0.46%	35
2025 Q2	$1.19M	Buy	1,919 +6	+0.3%	+$3.44K	0.54%	30
2025 Q1	$1.07M	Buy	+1,913	New	+$1.13M	0.51%	32

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Guardian Financial Partners's IVV Position: Q2 2026 in Review

Guardian Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, selling an estimated $141K and leaving 1,212 shares worth $908K. The position accounts for 0.35% of the portfolio, ranked #40.

Guardian Financial Partners first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2025. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Guardian Financial Partners held 1,212 shares of iShares Core S&P 500 ETF worth $908K as of Q2 2026.
Guardian Financial Partners sold 194 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $141K.
iShares Core S&P 500 ETF made up 0.35% of Guardian Financial Partners's portfolio in Q2 2026, its #40 holding.
Guardian Financial Partners first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Guardian Financial Partners's iShares Core S&P 500 ETF position peaked at $1.19M in Q2 2025.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.