Guardian Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$374K Buy
2,721
+1
+0% +$132 0.15% 59
2026
Q1
$308K Buy
2,720
+1
+0% +$120 0.13% 56
2025
Q4
$335K Buy
+2,719
New +$333K 0.14% 58

Other funds holding IVW

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

Guardian Financial Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.04% in Q2 2026, buying an estimated $132 and bringing the position to 2,721 shares worth $374K. The position accounts for 0.15% of the portfolio, ranked #59.

Guardian Financial Partners first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Guardian Financial Partners held 2,721 shares of iShares S&P 500 Growth ETF worth $374K as of Q2 2026.
  • Guardian Financial Partners bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.15% of Guardian Financial Partners's portfolio in Q2 2026, its #59 holding.
  • Guardian Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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