Guardian Wealth Advisors (North Carolina)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
2,451
-1,377
| -36% | -$152K | 0.02% | 279 |
|
|
2025
Q1 | $355K | Sell |
3,828
-116
| -3% | -$10.8K | 0.03% | 225 |
|
|
2024
Q4 | $400K | Buy |
3,944
+3,067
| +350% | +$311K | 0.03% | 215 |
|
|
2024
Q3 | $84K | Hold |
877
| – | – | 0.01% | 290 |
|
|
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 | +$65.9K | 0.01% | 283 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$1K | – | 265 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 236 |
|