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
2025 Q3	$438K	Buy
2025 Q2	$270K	Sell
2025 Q1	$355K	Sell
2024 Q4	$400K	Buy
2024 Q3	$84K	Hold
2024 Q2	$81.2K	Hold
2024 Q1	$74.1K	Hold
2023 Q4	$65.9K	Buy
2022 Q1	–	Sell
2021 Q4	$1K	Buy