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

Guardian 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
2025
Q1 		– Sell
-1,000
Closed -$222K – 172
2024
Q4 		$222K Buy
+1,000
New +$228K 0.02% 158

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guardian Partners's IWM Position: Q1 2025 in Review

Guardian Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 1,000 shares — an estimated $222K sold.

Guardian Partners first reported a position in IWM in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Guardian Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Guardian Partners sold 1,000 iShares Russell 2000 ETF shares in Q1 2025, an estimated $222K.
  • Guardian Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 1 quarter.
  • Guardian Partners's iShares Russell 2000 ETF position peaked at $222K in Q4 2024.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Guardian Partners's 13F filing for Q1 2025, filed 16 May 2025.