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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s IWM Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares Russell 2000 ETF (IWM) stake by 2.9% in Q1 2026, selling an estimated $580K and leaving 76,111 shares worth $18.9M. The position accounts for 10.85% of the portfolio, ranked #3.

Guardian Wealth Advisors (Minnesota) first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.4M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 76,111 shares of iShares Russell 2000 ETF worth $18.9M as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 2,248 iShares Russell 2000 ETF shares in Q1 2026, an estimated $580K.
  • iShares Russell 2000 ETF made up 10.85% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 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 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s iShares Russell 2000 ETF position peaked at $19.4M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.