GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
24,539
+1,992
| +9% | +$1.24M | 1.07% | 19 |
|
|
2025
Q1 | $12.7M | Buy |
22,547
+57
| +0.3% | +$32K | 1.01% | 21 |
|
|
2024
Q4 | $13.2M | Buy |
22,490
+21,706
| +2,769% | +$12.8M | 1.04% | 20 |
|
|
2024
Q3 | $452K | Buy |
784
+42
| +6% | +$24.2K | 0.05% | 174 |
|
|
2024
Q2 | $406K | Sell |
742
-61
| -8% | -$33.4K | 0.05% | 177 |
|
|
2024
Q1 | $422K | Buy |
803
+502
| +167% | +$264K | 0.05% | 177 |
|
|
2023
Q4 | $144K | Sell |
301
-47
| -14% | -$22.4K | 0.02% | 255 |
|
|
2023
Q3 | $150K | Sell |
348
-77
| -18% | -$33.3K | 0.03% | 245 |
|
|
2023
Q2 | $190K | Buy |
425
+8
| +2% | +$3.57K | 0.03% | 227 |
|
|
2023
Q1 | $172K | Sell |
417
-5
| -1% | -$2.06K | 0.03% | 220 |
|
|
2022
Q4 | $162K | Buy |
422
+63
| +18% | +$24.2K | 0.03% | 206 |
|
|
2022
Q3 | $129K | Sell |
359
-1,235
| -77% | -$444K | 0.02% | 203 |
|
|
2022
Q2 | $604K | Buy |
1,594
+472
| +42% | +$179K | 0.11% | 91 |
|
|
2022
Q1 | $509K | Sell |
1,122
-57
| -5% | -$25.9K | 0.22% | 82 |
|
|
2021
Q4 | $562K | Buy |
+1,179
| New | +$562K | 0.24% | 75 |
|