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

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 139k 84.44
2023-12-31 $11M 148k 75.10
2023-09-30 $10M 151k 68.42
2023-06-30 $11M 152k 70.48
2023-03-31 $554k 8.7k 63.89
2022-12-31 $7.5M 128k 58.50
2022-09-30 $6.3M 108k 57.85
2022-06-30 $6.1M 102k 60.35
2022-03-31 $7.0M 92k 76.38
2021-12-31 $7.2M 86k 83.67
2021-09-30 $6.2M 84k 73.91
2021-06-30 $6.1M 84k 72.72
2021-03-31 $824k 13k 65.14
2020-12-31 $5.5M 86k 63.82