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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 Index by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 1.6k 685.01
2025-09-30 $1.1M 1.6k 669.50
2025-06-30 $1.2M 1.9k 620.79
2025-03-31 $1.1M 1.9k 561.81

More positions owned by Guardian Financial Partners

Series Portfolios Tr Eldridge Bbb B (CLOZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Henderson Securi (JSI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
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 Fundamental Us L (FNDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Bluerock Pvt Real Estate
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Guardian Financial Partners

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