iShares S&P 500 Growth Index shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) 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 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 3.6k | 120.72 |
| 2025-06-30 | $270k | 2.5k | 110.08 |
| 2025-03-31 | $355k | 3.8k | 92.82 |
| 2024-12-31 | $400k | 3.9k | 101.53 |
| 2024-09-30 | $84k | 877 | 95.75 |
| 2024-06-30 | $81k | 877 | 92.54 |
| 2024-03-31 | $74k | 877 | 84.44 |
| 2023-12-31 | $66k | 877 | 75.10 |
| 2021-12-31 | $1.0k | 16 | 62.50 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
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