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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
Q2 		$4.68M Sell
20,607
-258
-1% -$57.6K 2.34% 11
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s IVE Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares S&P 500 Value ETF (IVE) stake by 1.2% in Q2 2026, selling an estimated $57.6K and leaving 20,607 shares worth $4.68M. The position accounts for 2.34% of the portfolio, ranked #11.

Guardian Wealth Advisors (Minnesota) first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q1 2024. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 20,607 shares of iShares S&P 500 Value ETF worth $4.68M as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) sold 258 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $57.6K.
  • iShares S&P 500 Value ETF made up 2.34% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 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 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s iShares S&P 500 Value ETF position peaked at $11.6M in Q1 2024.
  • 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.