Number of Shares
66,795.00
Current Holdings Value*
$6.20 Mil
% of Portfolio
3.98%
Total Estimate Gain
$6.23 Mil
% of Total Estimate Gain
65.21%

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 $112.96, Guardian Wealth Advisors, LLC's estimated gain on his IVW holdings is $6.23 Mil, reflecting a 65.21% gain to date.

Guardian Wealth Advisors, LLC IVW ($112.96) Holding Chart

Guardian Wealth Advisors, LLC IVW ($112.96) 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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