iShares S&P 500 Value Index shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors 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 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Guardian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 58k | 197.17 |
| 2024-06-30 | $11M | 61k | 182.01 |
| 2024-03-31 | $12M | 62k | 186.81 |
| 2023-12-31 | $11M | 66k | 173.89 |
| 2023-09-30 | $10M | 67k | 153.84 |
| 2023-06-30 | $11M | 66k | 161.19 |
| 2023-03-31 | $9.8M | 64k | 151.76 |
| 2022-12-31 | $8.3M | 58k | 145.07 |
| 2022-09-30 | $7.1M | 55k | 128.52 |
| 2022-06-30 | $7.5M | 55k | 137.46 |
| 2022-03-31 | $8.3M | 53k | 155.72 |
| 2021-12-31 | $8.0M | 51k | 156.62 |
| 2021-09-30 | $7.0M | 48k | 145.42 |
| 2021-06-30 | $7.1M | 48k | 147.64 |
| 2021-03-31 | $245k | 1.7k | 141.13 |
| 2020-12-31 | $5.9M | 46k | 128.01 |