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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) increased its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q1 2026, buying an estimated $3.97K and bringing the position to 2,164 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #316.

Guardian Wealth Advisors (North Carolina) first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. The position peaked at $438K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 2,164 shares of iShares S&P 500 Growth ETF worth $245K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 33 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.97K.
iShares S&P 500 Growth ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #316 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 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares S&P 500 Growth ETF position peaked at $438K in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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