GWAM
Guardian Wealth Advisors (Minnesota)’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Sell |
56,222
-10,573
| -16% | -$1.16M | 3.66% | 9 |
|
|
2025
Q1 | $6.2M | Sell |
66,795
-23,262
| -26% | -$2.16M | 3.98% | 8 |
|
|
2024
Q4 | $9.14M | Sell |
90,057
-34,371
| -28% | -$3.49M | 5.86% | 5 |
|
|
2024
Q3 | $11.9M | Sell |
124,428
-10,212
| -8% | -$978K | 7.36% | 5 |
|
|
2024
Q2 | $12.5M | Sell |
134,640
-4,423
| -3% | -$409K | 8.11% | 4 |
|
|
2024
Q1 | $11.7M | Sell |
139,063
-8,872
| -6% | -$749K | 7.63% | 4 |
|
|
2023
Q4 | $11.1M | Sell |
147,935
-3,216
| -2% | -$242K | 7.75% | 5 |
|
|
2023
Q3 | $10.3M | Sell |
151,151
-584
| -0.4% | -$40K | 7.92% | 4 |
|
|
2023
Q2 | $10.7M | Buy |
151,735
+5,242
| +4% | +$369K | 7.87% | 4 |
|
|
2023
Q1 | $9.36M | Buy |
146,493
+18,511
| +14% | +$1.18M | 7.33% | 5 |
|
|
2022
Q4 | $7.49M | Buy |
127,982
+19,699
| +18% | +$1.15M | 6.65% | 5 |
|
|
2022
Q3 | $6.26M | Buy |
108,283
+6,495
| +6% | +$376K | 6.09% | 5 |
|
|
2022
Q2 | $6.14M | Buy |
101,788
+9,632
| +10% | +$581K | 5.65% | 5 |
|
|
2022
Q1 | $7.04M | Buy |
92,156
+6,032
| +7% | +$461K | 5.79% | 5 |
|
|
2021
Q4 | $7.21M | Buy |
86,124
+2,175
| +3% | +$182K | 5.78% | 5 |
|
|
2021
Q3 | $6.21M | Sell |
83,949
-259
| -0.3% | -$19.1K | 5.52% | 5 |
|
|
2021
Q2 | $6.12M | Sell |
84,208
-512
| -0.6% | -$37.2K | 5.3% | 5 |
|
|
2021
Q1 | $5.52M | Sell |
84,720
-1,433
| -2% | -$93.3K | 5.11% | 5 |
|
|
2020
Q4 | $5.5M | Buy |
+86,153
| New | +$5.5M | 5.45% | 5 |
|