Guardian Wealth Advisors (North Carolina)’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$132K	Sell
2025 Q1	$165K	Buy
2024 Q4	$80.7K	Buy
2024 Q3	$10.5K	Hold
2024 Q2	$10K	Buy
2023 Q2	–	Sell
2023 Q1	$935	Buy
2022 Q3	–	Sell
2022 Q2	$9K	Buy