iShares S&P 500 Index shares owned by Guardian Asset Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Guardian Asset Advisors
from 13F filings
Historical chart of Guardian Asset Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Guardian Asset Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Guardian Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.4k | 670.14 |
| 2025-06-30 | $1.5M | 2.4k | 620.95 |
| 2025-03-31 | $1.4M | 2.4k | 561.89 |
| 2024-12-31 | $1.5M | 2.6k | 588.27 |
| 2024-09-30 | $1.7M | 3.0k | 575.38 |
| 2024-06-30 | $2.2M | 4.0k | 547.19 |
| 2024-03-31 | $2.6M | 4.9k | 525.78 |
| 2023-12-31 | $2.9M | 6.1k | 477.63 |