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iShares S&P 500 Value Index shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc 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, Llc / Nc 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 Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2024-09-30 $25k 126 197.17
2024-06-30 $23k 126 182.01
2024-03-31 $24k 126 186.81
2023-12-31 $22k 126 173.89

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Aptus Enhanced (JUCY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Colgate-Palmolive Company Call Option (CL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index