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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IVE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 507 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IVE as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IVE in Q4 2023 and has held it in 8 quarters since. The position peaked at $215K in Q1 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 507 shares of iShares S&P 500 Value ETF worth $107K as of Q1 2026.
iShares S&P 500 Value ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #389 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 8 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares S&P 500 Value ETF position peaked at $215K in Q1 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.