GWMI
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Guardian Wealth Management (Illinois)’s iShares Core S&P 500 ETF IVV Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7
Closed -$3K – 264
2022
Q3 		$3K Buy
+7
New +$2.79K ﹤0.01% 207

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Envestnet Asset Management
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s IVV Position: Q4 2022 in Review

Guardian Wealth Management (Illinois) sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 7 shares — an estimated $3K sold.

Guardian Wealth Management (Illinois) first reported a position in IVV in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 2,681 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Guardian Wealth Management (Illinois) reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 7 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $3K.
  • Guardian Wealth Management (Illinois) first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s iShares Core S&P 500 ETF position peaked at $3K in Q3 2022.
  • 2,681 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2022, filed 10 Feb 2023.