Guardian Wealth Advisors (Minnesota)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Sell |
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|
2025
Q1 | $6.2M | Sell |
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|
2024
Q4 | $9.14M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $12.5M | Sell |
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|
2024
Q1 | $11.7M | Sell |
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|
2023
Q4 | $11.1M | Sell |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | $9.36M | Buy |
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|
2022
Q4 | $7.49M | Buy |
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|
2022
Q3 | $6.26M | Buy |
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|
2022
Q2 | $6.14M | Buy |
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|
2022
Q1 | $7.04M | Buy |
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|
2021
Q4 | $7.21M | Buy |
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|
2021
Q3 | $6.21M | Sell |
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|
2021
Q2 | $6.12M | Sell |
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|
2021
Q1 | $5.52M | Sell |
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|
2020
Q4 | $5.5M | Buy |
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