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Guardian Asset Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Guardian Asset Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,101
Closed -$223K – 103
2024
Q2 		$223K Buy
1,101
+18
+2% +$3.65K 0.16% 94
2024
Q1 		$228K Sell
1,083
-173
-14% -$36.4K 0.19% 93
2023
Q4 		$252K Buy
+1,256
New +$252K 0.24% 81