ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 24,349 Value ($000) $16,678 Avg Close Range
Q3 2025
Shares 24,478 Value ($000) $16,383 Avg Close Range
Q2 2025
Shares 24,539 Value ($000) $15,236 Avg Close Range
Q1 2025
Shares 22,547 Value ($000) $12,669 Avg Close Range
Q4 2024
Shares 22,490 Value ($000) $13,239 Avg Close Range
Q3 2024
Shares 784 Value ($000) $452 Avg Close Range
Q2 2024
Shares 742 Value ($000) $406 Avg Close Range
Q1 2024
Shares 803 Value ($000) $422 Avg Close Range
Q4 2023
Shares 301 Value ($000) $144 Avg Close Range
Q3 2023
Shares 348 Value ($000) $150 Avg Close Range
Q2 2023
Shares 425 Value ($000) $190 Avg Close Range
Q1 2023
Shares 417 Value ($000) $172 Avg Close Range
Q4 2022
Shares 422 Value ($000) $162 Avg Close Range
Q3 2022
Shares 359 Value ($000) $129 Avg Close Range
Q2 2022
Shares 1,594 Value ($000) $604 Avg Close Range
Q1 2022
Shares 1,122 Value ($000) $509 Avg Close Range
Q4 2021
Shares 1,179 Value ($000) $562 Avg Close Range