Guardian Wealth Advisors (North Carolina)’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
530
-597
| -53% | -$117K | 0.01% | 362 |
|
|
2025
Q1 | $215K | Buy |
1,127
+505
| +81% | +$96.2K | 0.02% | 298 |
|
|
2024
Q4 | $119K | Buy |
622
+496
| +394% | +$94.7K | 0.01% | 327 |
|
|
2024
Q3 | $24.8K | Hold |
126
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $22.9K | Hold |
126
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $23.5K | Hold |
126
| – | – | ﹤0.01% | 354 |
|
|
2023
Q4 | $21.9K | Buy |
+126
| New | +$21.9K | ﹤0.01% | 348 |
|