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Guardian Asset Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Guardian Asset Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,389
Closed -$264K – 104
2024
Q2 		$264K Buy
2,389
+64
+3% +$7.06K 0.19% 87
2024
Q1 		$265K Sell
2,325
-636
-21% -$72.6K 0.22% 87
2023
Q4 		$309K Buy
+2,961
New +$309K 0.29% 69