Guardian Wealth Advisors »

iShares S&P 500 Index shares owned by Guardian Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Guardian Wealth Advisors from 13F filings

Historical chart of Guardian Wealth Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Guardian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Guardian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $363k 691 525.54
2023-12-31 $323k 675 477.90
2023-03-31 $2.2M 5.4k 411.06
2022-09-30 $3.6M 10k 358.65
2021-03-31 $15M 38k 397.83

More positions owned by Guardian Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Blackrock Ultra (ICSH)
C H Robinson Worldwide Com New (CHRW)
Abbvie (ABBV)

View all positions for Guardian Wealth Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index