GWAM
Guardian Wealth Advisors (Minnesota)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
22,601
-4,784
| -17% | -$440K | 1.23% | 14 |
|
|
2025
Q1 | $2.33M | Sell |
27,385
-4,295
| -14% | -$365K | 1.49% | 13 |
|
|
2024
Q4 | $2.8M | Sell |
31,680
-4,835
| -13% | -$427K | 1.79% | 13 |
|
|
2024
Q3 | $3.22M | Sell |
36,515
-6,402
| -15% | -$564K | 1.99% | 10 |
|
|
2024
Q2 | $3.48M | Sell |
42,917
-4,543
| -10% | -$368K | 2.26% | 10 |
|
|
2024
Q1 | $3.99M | Sell |
47,460
-1,654
| -3% | -$139K | 2.59% | 10 |
|
|
2023
Q4 | $3.82M | Buy |
49,114
+786
| +2% | +$61.1K | 2.66% | 10 |
|
|
2023
Q3 | $3.35M | Sell |
48,328
-2,989
| -6% | -$207K | 2.56% | 10 |
|
|
2023
Q2 | $3.75M | Sell |
51,317
-764
| -1% | -$55.8K | 2.76% | 10 |
|
|
2023
Q1 | $3.64M | Buy |
52,081
+329
| +0.6% | +$23K | 2.85% | 11 |
|
|
2022
Q4 | $3.49M | Sell |
51,752
-3,118
| -6% | -$210K | 3.1% | 11 |
|
|
2022
Q3 | $3.41M | Buy |
54,870
+350
| +0.6% | +$21.8K | 3.31% | 11 |
|
|
2022
Q2 | $3.53M | Buy |
54,520
+1,316
| +2% | +$85.1K | 3.24% | 12 |
|
|
2022
Q1 | $4.15M | Buy |
53,204
+17
| +0% | +$1.33K | 3.41% | 11 |
|
|
2021
Q4 | $4.42M | Buy |
53,187
+798
| +2% | +$66.2K | 3.54% | 11 |
|
|
2021
Q3 | $4.1M | Sell |
52,389
-2,384
| -4% | -$186K | 3.64% | 10 |
|
|
2021
Q2 | $4.34M | Buy |
54,773
+2,431
| +5% | +$193K | 3.76% | 10 |
|
|
2021
Q1 | $3.87M | Buy |
52,342
+97
| +0.2% | +$7.17K | 3.59% | 10 |
|
|
2020
Q4 | $3.58M | Buy |
+52,245
| New | +$3.58M | 3.55% | 11 |
|