ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 2,131 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 3,624 Value ($000) $438 Avg Close — Range —
Q2 2025
Shares 2,451 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 3,828 Value ($000) $355 Avg Close — Range —
Q4 2024
Shares 3,944 Value ($000) $400 Avg Close — Range —
Q3 2024
Shares 877 Value ($000) $84 Avg Close — Range —
Q2 2024
Shares 877 Value ($000) $81 Avg Close — Range —
Q1 2024
Shares 877 Value ($000) $74 Avg Close — Range —
Q4 2023
Shares 877 Value ($000) $66 Avg Close — Range —
Q4 2021
Shares 16 Value ($000) $1 Avg Close — Range —