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

Guardian Wealth Advisors (Minnesota)’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.65M Sell
41,085
-1,580
-4% -$190K 2.67% 10
2025
Q4 		$5.26M Sell
42,665
-4,517
-10% -$553K 2.97% 10
2025
Q3 		$5.7M Sell
47,182
-9,040
-16% -$1.04M 3.23% 9
2025
Q2 		$6.19M Sell
56,222
-10,573
-16% -$1.05M 3.66% 9
2025
Q1 		$6.2M Sell
66,795
-23,262
-26% -$2.35M 3.98% 8
2024
Q4 		$9.14M Sell
90,057
-34,371
-28% -$3.43M 5.86% 5
2024
Q3 		$11.9M Sell
124,428
-10,212
-8% -$943K 7.36% 5
2024
Q2 		$12.5M Sell
134,640
-4,423
-3% -$381K 8.11% 4
2024
Q1 		$11.7M Sell
139,063
-8,872
-6% -$713K 7.63% 4
2023
Q4 		$11.1M Sell
147,935
-3,216
-2% -$229K 7.75% 5
2023
Q3 		$10.3M Sell
151,151
-584
-0.4% -$41.3K 7.92% 4
2023
Q2 		$10.7M Buy
151,735
+5,242
+4% +$347K 7.87% 4
2023
Q1 		$9.36M Buy
146,493
+18,511
+14% +$1.13M 7.33% 5
2022
Q4 		$7.49M Buy
127,982
+19,699
+18% +$1.18M 6.65% 5
2022
Q3 		$6.26M Buy
108,283
+6,495
+6% +$422K 6.09% 5
2022
Q2 		$6.14M Buy
101,788
+9,632
+10% +$637K 5.65% 5
2022
Q1 		$7.04M Buy
92,156
+6,032
+7% +$453K 5.79% 5
2021
Q4 		$7.21M Buy
86,124
+2,175
+3% +$175K 5.78% 5
2021
Q3 		$6.21M Sell
83,949
-259
-0.3% -$19.7K 5.52% 5
2021
Q2 		$6.12M Sell
84,208
-512
-0.6% -$35.4K 5.3% 5
2021
Q1 		$5.52M Sell
84,720
-1,433
-2% -$92.6K 5.11% 5
2020
Q4 		$5.5M Buy
+86,153
New +$5.22M 5.45% 5

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Guardian Wealth Advisors (Minnesota) reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.7% in Q1 2026, selling an estimated $190K and leaving 41,085 shares worth $4.65M. The position accounts for 2.67% of the portfolio, ranked #10.

Guardian Wealth Advisors (Minnesota) first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.5M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 41,085 shares of iShares S&P 500 Growth ETF worth $4.65M as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 1,580 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $190K.
  • iShares S&P 500 Growth ETF made up 2.67% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #10 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s iShares S&P 500 Growth ETF position peaked at $12.5M in Q2 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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