Guardian Wealth Advisors (North Carolina)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
12,516
+3,227
| +35% | +$1.1M | 0.3% | 51 |
|
|
2025
Q1 | $2.85M | Sell |
9,289
-3
| -0% | -$920 | 0.23% | 66 |
|
|
2024
Q4 | $2.99M | Sell |
9,292
-40
| -0.4% | -$12.9K | 0.24% | 61 |
|
|
2024
Q3 | $2.93M | Buy |
9,332
+224
| +2% | +$70.4K | 0.31% | 44 |
|
|
2024
Q2 | $2.71M | Sell |
9,108
-799
| -8% | -$238K | 0.32% | 42 |
|
|
2024
Q1 | $2.85M | Buy |
9,907
+417
| +4% | +$120K | 0.35% | 42 |
|
|
2023
Q4 | $2.49M | Buy |
9,490
+288
| +3% | +$75.5K | 0.38% | 41 |
|
|
2023
Q3 | $2.17M | Buy |
9,202
+106
| +1% | +$25K | 0.37% | 43 |
|
|
2023
Q2 | $2.22M | Buy |
9,096
+1,727
| +23% | +$421K | 0.38% | 32 |
|
|
2023
Q1 | $1.66M | Buy |
7,369
+6
| +0.1% | +$1.35K | 0.29% | 45 |
|
|
2022
Q4 | $1.55M | Sell |
7,363
-66
| -0.9% | -$13.9K | 0.3% | 43 |
|
|
2022
Q3 | $1.47M | Sell |
7,429
-34
| -0.5% | -$6.71K | 0.27% | 44 |
|
|
2022
Q2 | $1.55M | Buy |
7,463
+819
| +12% | +$170K | 0.28% | 41 |
|
|
2022
Q1 | $1.66M | Sell |
6,644
-2,183
| -25% | -$546K | 0.72% | 27 |
|
|
2021
Q4 | $2.33M | Buy |
+8,827
| New | +$2.33M | 1% | 21 |
|