iShares S&P 500 Index shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Guardian Wealth 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 535 | 669.28 |
| 2025-06-30 | $332k | 535 | 620.76 |
| 2025-03-31 | $333k | 593 | 561.61 |
| 2024-12-31 | $315k | 535 | 588.15 |
| 2024-09-30 | $424k | 734 | 577.06 |
| 2024-06-30 | $378k | 691 | 547.30 |
| 2024-03-31 | $363k | 691 | 525.54 |
| 2023-12-31 | $323k | 675 | 477.90 |
| 2023-03-31 | $2.2M | 5.4k | 411.06 |
| 2022-09-30 | $3.6M | 10k | 358.65 |
| 2021-03-31 | $15M | 38k | 397.83 |