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iShares S&P 500 Value Index shares owned by Guardian Financial Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Guardian Financial Partners from 13F filings

Historical chart of Guardian Financial Partners investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares S&P 500 Value Index by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $826k 4.0k 206.52
2025-06-30 $778k 4.0k 195.44
2025-03-31 $756k 4.0k 190.56

More positions owned by Guardian Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Henderson Securi (JSI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Guardian Financial Partners

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