GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Europe ETF IEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
10,578
+190
| +2% | +$12K | 0.05% | 171 |
|
|
2025
Q1 | $605K | Hold |
10,388
| – | – | 0.05% | 161 |
|
|
2024
Q4 | $541K | Buy |
10,388
+76
| +0.7% | +$3.96K | 0.04% | 181 |
|
|
2024
Q3 | $601K | Hold |
10,312
| – | – | 0.06% | 143 |
|
|
2024
Q2 | $565K | Buy |
10,312
+228
| +2% | +$12.5K | 0.07% | 139 |
|
|
2024
Q1 | $561K | Hold |
10,084
| – | – | 0.07% | 141 |
|
|
2023
Q4 | $533K | Buy |
10,084
+68
| +0.7% | +$3.59K | 0.08% | 129 |
|
|
2023
Q3 | $478K | Hold |
10,016
| – | – | 0.08% | 127 |
|
|
2023
Q2 | $506K | Buy |
10,016
+214
| +2% | +$10.8K | 0.09% | 124 |
|
|
2023
Q1 | $490K | Hold |
9,802
| – | – | 0.09% | 120 |
|
|
2022
Q4 | $444K | Buy |
9,802
+44
| +0.5% | +$1.99K | 0.09% | 119 |
|
|
2022
Q3 | $368K | Hold |
9,758
| – | – | 0.07% | 125 |
|
|
2022
Q2 | $417K | Buy |
+9,758
| New | +$417K | 0.08% | 122 |
|