Guardian Wealth Advisors (Minnesota)’s iShares S&P 500 Value ETF IVE Stock Holding History

Guardian Wealth Advisors (Minnesota)’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.41M	Sell	20,865 -632	-3%	-$137K	2.53%	11
2025 Q4	$4.56M	Sell	21,497 -2,126	-9%	-$446K	2.57%	11
2025 Q3	$4.88M	Sell	23,623 -3,942	-14%	-$792K	2.77%	11
2025 Q2	$5.39M	Sell	27,565 -4,386	-14%	-$817K	3.19%	10
2025 Q1	$6.09M	Sell	31,951 -10,562	-25%	-$2.04M	3.91%	9
2024 Q4	$8.11M	Sell	42,513 -15,510	-27%	-$3.08M	5.2%	7
2024 Q3	$11.4M	Sell	58,023 -2,804	-5%	-$533K	7.06%	6
2024 Q2	$11.1M	Sell	60,827 -1,335	-2%	-$243K	7.2%	5
2024 Q1	$11.6M	Sell	62,162 -3,378	-5%	-$600K	7.55%	5
2023 Q4	$11.4M	Sell	65,540 -1,097	-2%	-$176K	7.95%	4
2023 Q3	$10.3M	Buy	66,637 +492	+0.7%	+$79.5K	7.85%	5
2023 Q2	$10.7M	Buy	66,145 +1,763	+3%	+$271K	7.84%	5
2023 Q1	$9.77M	Buy	64,382 +6,921	+12%	+$1.05M	7.66%	4
2022 Q4	$8.34M	Buy	57,461 +2,567	+5%	+$366K	7.4%	4
2022 Q3	$7.05M	Buy	54,894 +40	+0.1%	+$5.67K	6.86%	4
2022 Q2	$7.54M	Buy	54,854 +1,625	+3%	+$240K	6.94%	4
2022 Q1	$8.29M	Buy	53,229 +2,304	+5%	+$355K	6.82%	4
2021 Q4	$7.98M	Buy	50,925 +2,575	+5%	+$392K	6.39%	4
2021 Q3	$7.03M	Buy	48,350 +497	+1%	+$74.1K	6.25%	4
2021 Q2	$7.07M	Buy	47,853 +431	+0.9%	+$63.5K	6.12%	4
2021 Q1	$6.7M	Buy	47,422 +1,043	+2%	+$140K	6.21%	4
2020 Q4	$5.94M	Buy	+46,379	New	+$5.61M	5.89%	4

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s IVE Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares S&P 500 Value ETF (IVE) stake by 2.9% in Q1 2026, selling an estimated $137K and leaving 20,865 shares worth $4.41M. The position accounts for 2.53% of the portfolio, ranked #11.

Guardian Wealth Advisors (Minnesota) first reported a position in IVE in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.6M in Q1 2024. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 20,865 shares of iShares S&P 500 Value ETF worth $4.41M as of Q1 2026.
Guardian Wealth Advisors (Minnesota) sold 632 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $137K.
iShares S&P 500 Value ETF made up 2.53% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #11 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 22 quarters since.
Guardian Wealth Advisors (Minnesota)'s iShares S&P 500 Value ETF position peaked at $11.6M in Q1 2024.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.