iShares S&P 500 Index shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) 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 Index
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Quarterly reported holdings in iShares S&P 500 Index by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $17M | 24k | 684.94 |
| 2025-09-30 | $16M | 25k | 669.29 |
| 2025-06-30 | $15M | 25k | 620.90 |
| 2025-03-31 | $13M | 23k | 561.90 |
| 2024-12-31 | $13M | 23k | 588.68 |
| 2024-09-30 | $452k | 784 | 577.09 |
| 2024-06-30 | $406k | 742 | 547.41 |
| 2024-03-31 | $422k | 803 | 525.93 |
| 2023-12-31 | $144k | 301 | 477.27 |
| 2023-09-30 | $150k | 348 | 431.95 |
| 2023-06-30 | $190k | 425 | 446.16 |
| 2023-03-31 | $172k | 417 | 411.38 |
| 2022-12-31 | $162k | 422 | 384.35 |
| 2022-09-30 | $129k | 359 | 359.33 |
| 2022-06-30 | $604k | 1.6k | 378.92 |
| 2022-03-31 | $509k | 1.1k | 453.65 |
| 2021-12-31 | $562k | 1.2k | 476.68 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
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