Guardian Wealth Advisors (North Carolina)’s iShares Micro-Cap ETF IWC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.7K Hold
640
0.01% 376
2025
Q1
$71K Hold
640
0.01% 364
2024
Q4
$83.4K Buy
640
+228
+55% +$29.7K 0.01% 345
2024
Q3
$50.8K Buy
412
+240
+140% +$29.6K 0.01% 307
2024
Q2
$19.6K Buy
+172
New +$19.6K ﹤0.01% 345