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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$714K Buy
3,309
+9
+0.3% +$1.94K 0.32% 41
2025
Q1
$658K Buy
+3,300
New +$658K 0.32% 43