IVV — ISHARES TR

Ownership history in GUARDIAN WEALTH ADVISORS, LLC / NC  ·  17 quarters on record

AI Ownership Summary

GUARDIAN WEALTH ADVISORS, LLC / NC reported ISHARES TR (IVV) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.07% in 2025 Q2. The latest visible filing shows IVV at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUARDIAN WEALTH ADVISORS, LLC / NC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVV was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVV stock page GUARDIAN WEALTH ADVISORS, LLC / NC fund profile GUARDIAN WEALTH ADVISORS, LLC / NC full holdings
How GUARDIAN WEALTH ADVISORS, LLC / NC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,349 -129 -0.5% 1.04% $16.7M 2026-02-14 (Est.) $682.94
2025 Q3 REDUCED 24,478 -61 -0.2% 1.06% $16.4M 2025-11-14 $671.14
2025 Q2 ADDED 24,539 +1,992 +8.8% 1.07% $15.2M 2025-08-14 $642.19
2025 Q1 ADDED 22,547 +57 +0.3% 1.01% $12.7M 2025-05-15 $585.92
2024 Q4 ADDED 22,490 +21,706 +2768.6% 1.04% $13.2M 2025-02-14 $603.30
2024 Q3 ADDED 784 +42 +5.7% 0.05% $452K 2024-11-14 $585.05
2024 Q2 REDUCED 742 -61 -7.6% 0.05% $406K 2024-08-14 $534.48
2024 Q1 ADDED 803 +502 +166.8% 0.05% $422K 2024-05-15 $518.91
2023 Q4 REDUCED 301 -47 -13.5% 0.02% $144K 2024-02-14 $486.73
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

DWR WEALTH MANAGEMENT, LLC 16.1% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 15.7% Bangor Savings Bank 3Y 7Y 14.53% Box Hill Private Wealth LLC 14.27% Silverleafe Capital Partners, LLC 3Y 7Y 8.68% Stairway Partners, LLC 3Y 7Y 7.1% First Financial Bank - Trust Division 3Y 7Y 4.53% Coastline Trust Co 3Y 7Y 4.03% McAlister, Sweet & Associates, Inc. 3Y 2.44% BEACON FINANCIAL GROUP 3Y 7Y 2.18%

FAQ About GUARDIAN WEALTH ADVISORS, LLC / NC and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has GUARDIAN WEALTH ADVISORS, LLC / NC reported owning IVV?

GUARDIAN WEALTH ADVISORS, LLC / NC reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in GUARDIAN WEALTH ADVISORS, LLC / NC's portfolio?

The largest reported portfolio weight for IVV was 1.07% in 2025 Q2.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when GUARDIAN WEALTH ADVISORS, LLC / NC reported 24,349 shares, equal to 1.04% of portfolio, with an estimated market value of $16.7M.

What does the chart on this IVV ownership page compare?

The chart compares GUARDIAN WEALTH ADVISORS, LLC / NC's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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