GWAM
Guardian Wealth Advisors (Minnesota)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
79,873
+3,194
| +4% | +$689K | 10.2% | 3 |
|
|
2025
Q1 | $15.3M | Buy |
76,679
+4,539
| +6% | +$905K | 9.81% | 3 |
|
|
2024
Q4 | $15.9M | Sell |
72,140
-842
| -1% | -$186K | 10.22% | 3 |
|
|
2024
Q3 | $16.1M | Sell |
72,982
-554
| -0.8% | -$122K | 9.95% | 3 |
|
|
2024
Q2 | $14.9M | Buy |
73,536
+246
| +0.3% | +$49.9K | 9.71% | 3 |
|
|
2024
Q1 | $15.4M | Sell |
73,290
-685
| -0.9% | -$144K | 10.01% | 3 |
|
|
2023
Q4 | $14.8M | Buy |
73,975
+1,952
| +3% | +$392K | 10.35% | 3 |
|
|
2023
Q3 | $12.7M | Buy |
72,023
+749
| +1% | +$132K | 9.75% | 3 |
|
|
2023
Q2 | $13.3M | Buy |
71,274
+3,032
| +4% | +$568K | 9.82% | 3 |
|
|
2023
Q1 | $12.2M | Buy |
68,242
+7,023
| +11% | +$1.25M | 9.54% | 3 |
|
|
2022
Q4 | $10.7M | Buy |
61,219
+3,862
| +7% | +$673K | 9.48% | 3 |
|
|
2022
Q3 | $9.46M | Buy |
57,357
+1,817
| +3% | +$300K | 9.19% | 3 |
|
|
2022
Q2 | $9.41M | Buy |
55,540
+3,282
| +6% | +$556K | 8.66% | 3 |
|
|
2022
Q1 | $10.7M | Buy |
52,258
+2,770
| +6% | +$569K | 8.82% | 3 |
|
|
2021
Q4 | $11M | Buy |
49,488
+2,348
| +5% | +$522K | 8.82% | 3 |
|
|
2021
Q3 | $10.3M | Sell |
47,140
-189
| -0.4% | -$41.3K | 9.17% | 3 |
|
|
2021
Q2 | $10.9M | Buy |
47,329
+420
| +0.9% | +$96.3K | 9.4% | 3 |
|
|
2021
Q1 | $10.4M | Sell |
46,909
-2,310
| -5% | -$510K | 9.6% | 3 |
|
|
2020
Q4 | $9.65M | Buy |
+49,219
| New | +$9.65M | 9.57% | 3 |
|