Guardian Asset Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
1,146
+2
| +0.2% | +$679 | 0.22% | 75 |
|
|
2025
Q1 | $351K | Buy |
1,144
+2
| +0.2% | +$614 | 0.23% | 78 |
|
|
2024
Q4 | $368K | Buy |
1,142
+3
| +0.3% | +$966 | 0.24% | 74 |
|
|
2024
Q3 | $357K | Buy |
1,139
+3
| +0.3% | +$941 | 0.24% | 78 |
|
|
2024
Q2 | $338K | Buy |
1,136
+28
| +3% | +$8.34K | 0.25% | 72 |
|
|
2024
Q1 | $319K | Sell |
1,108
-24
| -2% | -$6.92K | 0.26% | 71 |
|
|
2023
Q4 | $297K | Buy |
+1,132
| New | +$297K | 0.28% | 73 |
|