Guardian Wealth Advisors (Minnesota)’s iShares Russell 2000 ETF IWM Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$22.5M	Sell	74,847 -1,264	-2%	-$355K	11.25%	3
2026 Q1	$18.9M	Sell	76,111 -2,248	-3%	-$580K	10.85%	3
2025 Q4	$19.3M	Sell	78,359 -1,813	-2%	-$446K	10.88%	3
2025 Q3	$19.4M	Buy	80,172 +299	+0.4%	+$68.6K	11%	3
2025 Q2	$17.2M	Buy	79,873 +3,194	+4%	+$643K	10.2%	3
2025 Q1	$15.3M	Buy	76,679 +4,539	+6%	+$985K	9.81%	3
2024 Q4	$15.9M	Sell	72,140 -842	-1%	-$192K	10.22%	3
2024 Q3	$16.1M	Sell	72,982 -554	-0.8%	-$119K	9.95%	3
2024 Q2	$14.9M	Buy	73,536 +246	+0.3%	+$49.7K	9.71%	3
2024 Q1	$15.4M	Sell	73,290 -685	-0.9%	-$137K	10.01%	3
2023 Q4	$14.8M	Buy	73,975 +1,952	+3%	+$350K	10.35%	3
2023 Q3	$12.7M	Buy	72,023 +749	+1%	+$141K	9.75%	3
2023 Q2	$13.3M	Buy	71,274 +3,032	+4%	+$541K	9.82%	3
2023 Q1	$12.2M	Buy	68,242 +7,023	+11%	+$1.29M	9.54%	3
2022 Q4	$10.7M	Buy	61,219 +3,862	+7%	+$687K	9.48%	3
2022 Q3	$9.46M	Buy	57,357 +1,817	+3%	+$331K	9.19%	3
2022 Q2	$9.41M	Buy	55,540 +3,282	+6%	+$605K	8.66%	3
2022 Q1	$10.7M	Buy	52,258 +2,770	+6%	+$565K	8.82%	3
2021 Q4	$11M	Buy	49,488 +2,348	+5%	+$531K	8.82%	3
2021 Q3	$10.3M	Sell	47,140 -189	-0.4%	-$41.9K	9.17%	3
2021 Q2	$10.9M	Buy	47,329 +420	+0.9%	+$94.4K	9.4%	3
2021 Q1	$10.4M	Sell	46,909 -2,310	-5%	-$504K	9.6%	3
2020 Q4	$9.65M	Buy	+49,219	New	+$8.61M	9.57%	3

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 Wealth Advisors (Minnesota)'s IWM Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $355K and leaving 74,847 shares worth $22.5M. The position accounts for 11.25% of the portfolio, ranked #3.

Guardian Wealth Advisors (Minnesota) first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 74,847 shares of iShares Russell 2000 ETF worth $22.5M as of Q2 2026.
Guardian Wealth Advisors (Minnesota) sold 1,264 iShares Russell 2000 ETF shares in Q2 2026, an estimated $355K.
iShares Russell 2000 ETF made up 11.25% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #3 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.