Guardian Wealth Advisors (North Carolina)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $13.2M | Buy |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $150K | Sell |
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|
2023
Q2 | $190K | Buy |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $162K | Buy |
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|
2022
Q3 | $129K | Sell |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $562K | Buy |
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