Guardian Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Guardian Financial Partners’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
2026 Q2	$1.12M	Sell	3,724 -252	-6%	-$70.8K	0.44%	36
2026 Q1	$986K	Buy	3,976 +6	+0.2%	+$1.55K	0.42%	36
2025 Q4	$977K	Buy	3,970 +652	+20%	+$160K	0.41%	38
2025 Q3	$803K	Buy	3,318 +9	+0.3%	+$2.06K	0.34%	40
2025 Q2	$714K	Buy	3,309 +9	+0.3%	+$1.81K	0.32%	41
2025 Q1	$658K	Buy	+3,300	New	+$716K	0.32%	43

Other funds holding IWM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Financial Partners's IWM Position: Q2 2026 in Review

Guardian Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q2 2026, selling an estimated $70.8K and leaving 3,724 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #36.

Guardian Financial Partners first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 2,718 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Guardian Financial Partners held 3,724 shares of iShares Russell 2000 ETF worth $1.12M as of Q2 2026.
Guardian Financial Partners sold 252 iShares Russell 2000 ETF shares in Q2 2026, an estimated $70.8K.
iShares Russell 2000 ETF made up 0.44% of Guardian Financial Partners's portfolio in Q2 2026, its #36 holding.
Guardian Financial Partners first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
2,718 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.