Guardian Asset Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Guardian Asset Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$389K	Buy
2025 Q1	$351K	Buy
2024 Q4	$368K	Buy
2024 Q3	$357K	Buy
2024 Q2	$338K	Buy
2024 Q1	$319K	Sell
2023 Q4	$297K	Buy