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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Sell	2,134 -30	-1%	-$3.96K	0.02%	317
2026 Q1	$245K	Buy	2,164 +33	+2%	+$3.97K	0.02%	316
2025 Q4	$263K	Sell	2,131 -1,493	-41%	-$183K	0.02%	310
2025 Q3	$438K	Buy	3,624 +1,173	+48%	+$135K	0.03%	231
2025 Q2	$270K	Sell	2,451 -1,377	-36%	-$136K	0.02%	279
2025 Q1	$355K	Sell	3,828 -116	-3%	-$11.7K	0.03%	225
2024 Q4	$400K	Buy	3,944 +3,067	+350%	+$306K	0.03%	216
2024 Q3	$84K	Hold	877	–	–	0.01%	291
2024 Q2	$81.2K	Hold	877	–	–	0.01%	283
2024 Q1	$74.1K	Hold	877	–	–	0.01%	298
2023 Q4	$65.9K	Buy	+877	New	+$62.4K	0.01%	283
2022 Q1	–	Sell	-16	Closed	-$1K	–	265
2021 Q4	$1K	Buy	+16	New	+$1.29K	﹤0.01%	236

Other funds holding IVW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, selling an estimated $3.96K and leaving 2,134 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #317.

Guardian Wealth Advisors (North Carolina) first reported a position in IVW in Q4 2021 and has held it in 12 quarters since. The position peaked at $438K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 2,134 shares of iShares S&P 500 Growth ETF worth $294K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 30 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.96K.
iShares S&P 500 Growth ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #317 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares S&P 500 Growth ETF position peaked at $438K in Q3 2025.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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