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

Guardian Wealth Advisors (North Carolina)’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.9M Buy
24,358
+9
+0% +$6.15K 1% 19
2025
Q4 		$16.7M Sell
24,349
-129
-0.5% -$87.6K 1.04% 21
2025
Q3 		$16.4M Sell
24,478
-61
-0.2% -$39.3K 1.06% 21
2025
Q2 		$15.2M Buy
24,539
+1,992
+9% +$1.14M 1.07% 19
2025
Q1 		$12.7M Buy
22,547
+57
+0.3% +$33.7K 1.01% 21
2024
Q4 		$13.2M Buy
22,490
+21,706
+2,769% +$12.8M 1.04% 21
2024
Q3 		$452K Buy
784
+42
+6% +$23.4K 0.05% 175
2024
Q2 		$406K Sell
742
-61
-8% -$32.1K 0.05% 177
2024
Q1 		$422K Buy
803
+502
+167% +$251K 0.05% 177
2023
Q4 		$144K Sell
301
-47
-14% -$21K 0.02% 255
2023
Q3 		$150K Sell
348
-77
-18% -$34.4K 0.03% 245
2023
Q2 		$190K Buy
425
+8
+2% +$3.37K 0.03% 227
2023
Q1 		$172K Sell
417
-5
-1% -$2K 0.03% 220
2022
Q4 		$162K Buy
422
+63
+18% +$24.3K 0.03% 206
2022
Q3 		$129K Sell
359
-1,235
-77% -$493K 0.02% 203
2022
Q2 		$604K Buy
1,594
+472
+42% +$194K 0.11% 91
2022
Q1 		$509K Sell
1,122
-57
-5% -$25.5K 0.22% 82
2021
Q4 		$562K Buy
+1,179
New +$543K 0.24% 75

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) increased its iShares Core S&P 500 ETF (IVV) stake by 0.04% in Q1 2026, buying an estimated $6.15K and bringing the position to 24,358 shares worth $15.9M. The position accounts for 1% of the portfolio, ranked #19.

Guardian Wealth Advisors (North Carolina) first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.7M in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 24,358 shares of iShares Core S&P 500 ETF worth $15.9M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 9 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.15K.
  • iShares Core S&P 500 ETF made up 1% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #19 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s iShares Core S&P 500 ETF position peaked at $16.7M in Q4 2025.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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