iShares S&P 500 Growth Index shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Guardian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Guardian Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $12M | 124k | 95.75 |
2024-06-30 | $13M | 135k | 92.54 |
2024-03-31 | $12M | 139k | 84.44 |
2023-12-31 | $11M | 148k | 75.10 |
2023-09-30 | $10M | 151k | 68.42 |
2023-06-30 | $11M | 152k | 70.48 |
2023-03-31 | $554k | 8.7k | 63.89 |
2022-12-31 | $7.5M | 128k | 58.50 |
2022-09-30 | $6.3M | 108k | 57.85 |
2022-06-30 | $6.1M | 102k | 60.35 |
2022-03-31 | $7.0M | 92k | 76.38 |
2021-12-31 | $7.2M | 86k | 83.67 |
2021-09-30 | $6.2M | 84k | 73.91 |
2021-06-30 | $6.1M | 84k | 72.72 |
2021-03-31 | $824k | 13k | 65.14 |
2020-12-31 | $5.5M | 86k | 63.82 |