ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Guardian Wealth Advisors, LLC's Holding History (CIK: 0001858828)

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

Q4 2025
Shares 21,497 Value ($000) $4,559 Avg Close Range
Q3 2025
Shares 23,623 Value ($000) $4,878 Avg Close Range
Q2 2025
Shares 27,565 Value ($000) $5,387 Avg Close Range
Q1 2025
Shares 31,951 Value ($000) $6,089 Avg Close Range
Q4 2024
Shares 42,513 Value ($000) $8,115 Avg Close Range
Q3 2024
Shares 58,023 Value ($000) $11,440 Avg Close Range
Q2 2024
Shares 60,827 Value ($000) $11,071 Avg Close Range
Q1 2024
Shares 62,162 Value ($000) $11,612 Avg Close Range
Q4 2023
Shares 65,540 Value ($000) $11,397 Avg Close Range
Q3 2023
Shares 66,637 Value ($000) $10,251 Avg Close Range
Q2 2023
Shares 66,145 Value ($000) $10,662 Avg Close Range
Q1 2023
Shares 64,382 Value ($000) $9,771 Avg Close Range
Q4 2022
Shares 57,461 Value ($000) $8,336 Avg Close Range
Q3 2022
Shares 54,894 Value ($000) $7 Avg Close Range
Q2 2022
Shares 54,854 Value ($000) $7,540 Avg Close Range
Q1 2022
Shares 53,229 Value ($000) $8,289 Avg Close Range
Q4 2021
Shares 50,925 Value ($000) $7,976 Avg Close Range
Q3 2021
Shares 48,350 Value ($000) $7,031 Avg Close Range
Q2 2021
Shares 47,853 Value ($000) $7,065 Avg Close Range
Q1 2021
Shares 47,422 Value ($000) $6,698 Avg Close Range
Q4 2020
Shares 46,379 Value ($000) $5,937 Avg Close Range