GWAM
Guardian Wealth Advisors (Minnesota)’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
535
-58
| -10% | -$36K | 0.2% | 51 |
|
|
2025
Q1 | $333K | Buy |
593
+58
| +11% | +$32.6K | 0.21% | 56 |
|
|
2024
Q4 | $315K | Sell |
535
-199
| -27% | -$117K | 0.2% | 57 |
|
|
2024
Q3 | $424K | Buy |
734
+43
| +6% | +$24.8K | 0.26% | 50 |
|
|
2024
Q2 | $378K | Hold |
691
| – | – | 0.25% | 54 |
|
|
2024
Q1 | $363K | Buy |
691
+16
| +2% | +$8.41K | 0.24% | 55 |
|
|
2023
Q4 | $323K | Buy |
+675
| New | +$323K | 0.22% | 55 |
|