Guardian Wealth Advisors (North Carolina)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
762
-26
| -3% | -$11K | 0.02% | 257 |
|
|
2025
Q1 | $285K | Sell |
788
-22
| -3% | -$7.94K | 0.02% | 257 |
|
|
2024
Q4 | $325K | Buy |
810
+2
| +0.2% | +$803 | 0.03% | 235 |
|
|
2024
Q3 | $303K | Sell |
808
-27
| -3% | -$10.1K | 0.03% | 211 |
|
|
2024
Q2 | $304K | Sell |
835
-28
| -3% | -$10.2K | 0.04% | 200 |
|
|
2024
Q1 | $291K | Sell |
863
-8
| -0.9% | -$2.7K | 0.04% | 215 |
|
|
2023
Q4 | $262K | Sell |
871
-17
| -2% | -$5.12K | 0.04% | 203 |
|
|
2023
Q3 | $238K | Sell |
888
-30
| -3% | -$8.04K | 0.04% | 205 |
|
|
2023
Q2 | $253K | Sell |
918
-72
| -7% | -$19.8K | 0.04% | 192 |
|
|
2023
Q1 | $242K | Sell |
990
-12
| -1% | -$2.93K | 0.04% | 187 |
|
|
2022
Q4 | $215K | Buy |
1,002
+664
| +196% | +$142K | 0.04% | 190 |
|
|
2022
Q3 | $71K | Hold |
338
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $74K | Buy |
338
+200
| +145% | +$43.8K | 0.01% | 215 |
|
|
2022
Q1 | $38K | Sell |
138
-36
| -21% | -$9.91K | 0.02% | 195 |
|
|
2021
Q4 | $53K | Buy |
+174
| New | +$53K | 0.02% | 172 |
|