Guardian Wealth Advisors, LLC IVW Holdings History
Guardian Wealth Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Guardian Wealth Advisors, LLC held 66,795.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $6.20 Mil. This investment constitutes 3.98% of their stock portfolio, and Guardian Wealth Advisors, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. And since then Guardian Wealth Advisors, LLC has made 7 purchases of IVW, at an average price of $62.03, for a total of 153,939.00 shares. In addition, there have been 10 sales at an average price of $94.46 for 87,144.00 shares. Based on historical transaction data and IVW's current price of $113.29, Guardian Wealth Advisors, LLC's estimated gain on his IVW holdings is $6.25 Mil, reflecting a 65.44% gain to date.
Guardian Wealth Advisors, LLC IVW ($113.29) Holding Chart
Guardian Wealth Advisors, LLC IVW ($113.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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