GAA
Guardian Asset Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
5,079
+12
| +0.2% | +$1.11K | 0.27% | 65 |
|
|
2025
Q1 | $427K | Sell |
5,067
-1,057
| -17% | -$89.1K | 0.28% | 67 |
|
|
2024
Q4 | $541K | Sell |
6,124
-1,966
| -24% | -$174K | 0.35% | 49 |
|
|
2024
Q3 | $710K | Sell |
8,090
-4,793
| -37% | -$421K | 0.48% | 42 |
|
|
2024
Q2 | $1.04M | Sell |
12,883
-4,031
| -24% | -$327K | 0.77% | 30 |
|
|
2024
Q1 | $1.42M | Sell |
16,914
-5,036
| -23% | -$423K | 1.18% | 18 |
|
|
2023
Q4 | $1.71M | Buy |
+21,950
| New | +$1.71M | 1.6% | 16 |
|