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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Guardian Wealth Advisors (Minnesota) reduced its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q1 2026, selling an estimated $8.88K and leaving 363 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #58.

Guardian Wealth Advisors (Minnesota) first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $424K in Q3 2024. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 363 shares of iShares Core S&P 500 ETF worth $237K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) sold 13 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $8.88K.
iShares Core S&P 500 ETF made up 0.14% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #58 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Guardian Wealth Advisors (Minnesota)'s iShares Core S&P 500 ETF position peaked at $424K in Q3 2024.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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