Guardian Wealth Advisors (North Carolina)’s iShares S&P 500 Value ETF IVE Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-507	Closed	-$107K	–	488
2026 Q1	$107K	Buy	+507	New	+$110K	0.01%	389
2025 Q3	–	Sell	-530	Closed	-$104K	–	453
2025 Q2	$104K	Sell	530 -597	-53%	-$111K	0.01%	362
2025 Q1	$215K	Buy	1,127 +505	+81%	+$97.7K	0.02%	298
2024 Q4	$119K	Buy	622 +496	+394%	+$98.4K	0.01%	328
2024 Q3	$24.8K	Hold	126	–	–	﹤0.01%	345
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	+$20.3K	﹤0.01%	348

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IVE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 507 shares — an estimated $107K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IVE in Q4 2023 and held it in 8 quarters. The position peaked at $215K in Q1 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 507 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $107K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares S&P 500 Value ETF position peaked at $215K in Q1 2025.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.