GWM
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Guardian Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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