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

Guardian Wealth Advisors (Minnesota)’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	$279K	Buy	372 +9	+2%	+$6.55K	0.14%	57
2026 Q1	$237K	Sell	363 -13	-3%	-$8.88K	0.14%	58
2025 Q4	$258K	Sell	376 -159	-30%	-$108K	0.15%	59
2025 Q3	$358K	Hold	535	–	–	0.2%	47
2025 Q2	$332K	Sell	535 -58	-10%	-$33.3K	0.2%	51
2025 Q1	$333K	Buy	593 +58	+11%	+$34.3K	0.21%	56
2024 Q4	$315K	Sell	535 -199	-27%	-$118K	0.2%	57
2024 Q3	$424K	Buy	734 +43	+6%	+$23.9K	0.26%	50
2024 Q2	$378K	Hold	691	–	–	0.25%	54
2024 Q1	$363K	Buy	691 +16	+2%	+$8.01K	0.24%	55
2023 Q4	$323K	Buy	+675	New	+$302K	0.22%	55

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

Guardian Wealth Advisors (Minnesota) increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, buying an estimated $6.55K and bringing the position to 372 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #57.

Guardian Wealth Advisors (Minnesota) first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q3 2024. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 372 shares of iShares Core S&P 500 ETF worth $279K as of Q2 2026.
Guardian Wealth Advisors (Minnesota) bought 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
iShares Core S&P 500 ETF made up 0.14% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #57 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Wealth Advisors (Minnesota)'s iShares Core S&P 500 ETF position peaked at $424K in Q3 2024.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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