GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8K | Sell |
1,208
-201
| -14% | -$15.3K | 0.01% | 373 |
|
|
2025
Q1 | $105K | Buy |
1,409
+2
| +0.1% | +$148 | 0.01% | 345 |
|
|
2024
Q4 | $104K | Sell |
1,407
-603
| -30% | -$44.8K | 0.01% | 334 |
|
|
2024
Q3 | $154K | Sell |
2,010
-49
| -2% | -$3.76K | 0.02% | 273 |
|
|
2024
Q2 | $145K | Sell |
2,059
-527
| -20% | -$37K | 0.02% | 264 |
|
|
2024
Q1 | $188K | Sell |
2,586
-2,659
| -51% | -$193K | 0.02% | 270 |
|
|
2023
Q4 | $355K | Sell |
5,245
-138
| -3% | -$9.35K | 0.05% | 175 |
|
|
2023
Q3 | $328K | Buy |
5,383
+1,360
| +34% | +$83K | 0.06% | 174 |
|
|
2023
Q2 | $256K | Buy |
4,023
+879
| +28% | +$56K | 0.04% | 186 |
|
|
2023
Q1 | $195K | Buy |
3,144
+1,065
| +51% | +$65.9K | 0.03% | 215 |
|
|
2022
Q4 | $129K | Buy |
+2,079
| New | +$129K | 0.02% | 216 |
|