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Guardian Wealth Advisors (North Carolina)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Buy
6,671
+7
+0.1% +$1.63K 0.09% 130
2026
Q1 		$1.42M Sell
6,664
-2
-0% -$438 0.09% 124
2025
Q4 		$1.4M Sell
6,666
-620
-9% -$128K 0.09% 125
2025
Q3 		$1.48M Buy
7,286
+511
+8% +$102K 0.1% 116
2025
Q2 		$1.32M Sell
6,775
-6
-0.1% -$1.11K 0.09% 114
2025
Q1 		$1.28M Sell
6,781
-463
-6% -$88.2K 0.1% 109
2024
Q4 		$1.34M Buy
7,244
+354
+5% +$67.9K 0.11% 108
2024
Q3 		$1.31M Buy
6,890
+14
+0.2% +$2.55K 0.14% 85
2024
Q2 		$1.2M Sell
6,876
-625
-8% -$109K 0.14% 88
2024
Q1 		$1.34M Buy
7,501
+5,420
+260% +$917K 0.16% 81
2023
Q4 		$343K Sell
2,081
-489
-19% -$75.5K 0.05% 179
2023
Q3 		$393K Sell
2,570
-490
-16% -$77.7K 0.07% 147
2023
Q2 		$483K Sell
3,060
-256
-8% -$39.1K 0.08% 128
2023
Q1 		$505K Sell
3,316
-98
-3% -$15.1K 0.09% 115
2022
Q4 		$518K Sell
3,414
-252
-7% -$37.7K 0.1% 108
2022
Q3 		$499K Sell
3,666
-18
-0.5% -$2.71K 0.09% 102
2022
Q2 		$534K Buy
3,684
+522
+17% +$81.7K 0.1% 102
2022
Q1 		$525K Sell
3,162
-286
-8% -$47K 0.23% 80
2021
Q4 		$579K Buy
+3,448
New +$565K 0.25% 70

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IWD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Russell 1000 Value ETF (IWD) stake by 0.11% in Q2 2026, buying an estimated $1.63K and bringing the position to 6,671 shares worth $1.62M. The position accounts for 0.09% of the portfolio, ranked #130.

Guardian Wealth Advisors (North Carolina) first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 6,671 shares of iShares Russell 1000 Value ETF worth $1.62M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 7 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.63K.
  • iShares Russell 1000 Value ETF made up 0.09% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #130 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.