Guardian Capital Advisors (Canada)’s iShares Russell 2000 ETF IWM Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,250	Closed	-$815K	–	173
2023 Q2	$815K	Buy	+4,250	New	+$758K	0.09%	103
2016 Q1	–	Sell	-3,100	Closed	-$330K	–	171
2015 Q4	$330K	Buy	3,100 +850	+38%	+$98K	0.07%	129
2015 Q3	$239K	Buy	+2,250	New	+$267K	0.05%	145
2015 Q2	–	Sell	-29,925	Closed	-$4.65M	–	183
2015 Q1	$4.65M	Sell	29,925 -1,160	-4%	-$140K	0.7%	55
2014 Q4	$4.32M	Buy	+31,085	New	+$3.55M	0.7%	52

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s IWM Position: Q3 2023 in Review

Guardian Capital Advisors (Canada) sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 4,250 shares — an estimated $815K sold.

Guardian Capital Advisors (Canada) first reported a position in IWM in Q4 2014 and held it in 5 quarters. The position peaked at $4.65M in Q1 2015. 1,916 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Guardian Capital Advisors (Canada) reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 4,250 iShares Russell 2000 ETF shares in Q3 2023, an estimated $815K.
Guardian Capital Advisors (Canada) first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 5 quarters.
Guardian Capital Advisors (Canada)'s iShares Russell 2000 ETF position peaked at $4.65M in Q1 2015.
1,916 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2023, filed 13 Nov 2023.