Guardian Wealth Advisors (North Carolina)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
6,775
-6
| -0.1% | -$1.17K | 0.09% | 114 |
|
|
2025
Q1 | $1.28M | Sell |
6,781
-463
| -6% | -$87.1K | 0.1% | 109 |
|
|
2024
Q4 | $1.34M | Buy |
7,244
+354
| +5% | +$65.5K | 0.11% | 107 |
|
|
2024
Q3 | $1.31M | Buy |
6,890
+14
| +0.2% | +$2.66K | 0.14% | 84 |
|
|
2024
Q2 | $1.2M | Sell |
6,876
-625
| -8% | -$109K | 0.14% | 88 |
|
|
2024
Q1 | $1.34M | Buy |
7,501
+5,420
| +260% | +$971K | 0.16% | 81 |
|
|
2023
Q4 | $343K | Sell |
2,081
-489
| -19% | -$80.7K | 0.05% | 179 |
|
|
2023
Q3 | $393K | Sell |
2,570
-490
| -16% | -$75K | 0.07% | 147 |
|
|
2023
Q2 | $483K | Sell |
3,060
-256
| -8% | -$40.4K | 0.08% | 128 |
|
|
2023
Q1 | $505K | Sell |
3,316
-98
| -3% | -$14.9K | 0.09% | 115 |
|
|
2022
Q4 | $518K | Sell |
3,414
-252
| -7% | -$38.2K | 0.1% | 108 |
|
|
2022
Q3 | $499K | Sell |
3,666
-18
| -0.5% | -$2.45K | 0.09% | 102 |
|
|
2022
Q2 | $534K | Buy |
3,684
+522
| +17% | +$75.7K | 0.1% | 102 |
|
|
2022
Q1 | $525K | Sell |
3,162
-286
| -8% | -$47.5K | 0.23% | 80 |
|
|
2021
Q4 | $579K | Buy |
+3,448
| New | +$579K | 0.25% | 70 |
|