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Guardian Wealth Advisors (North Carolina)’s iShares Russell 2000 ETF IWM Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Sell
900
-15
-2% -$3.87K 0.01% 331
2025
Q4 		$225K Buy
915
+52
+6% +$12.8K 0.01% 344
2025
Q3 		$209K Buy
863
+291
+51% +$66.8K 0.01% 341
2025
Q2 		$123K Buy
572
+58
+11% +$11.7K 0.01% 353
2025
Q1 		$102K Sell
514
-39
-7% -$8.46K 0.01% 348
2024
Q4 		$122K Buy
553
+59
+12% +$13.5K 0.01% 327
2024
Q3 		$109K Hold
494
– – 0.01% 280
2024
Q2 		$100K Sell
494
-14
-3% -$2.83K 0.01% 272
2024
Q1 		$107K Sell
508
-132
-21% -$26.3K 0.01% 284
2023
Q4 		$128K Hold
640
– – 0.02% 258
2023
Q3 		$114K Hold
640
– – 0.02% 256
2023
Q2 		$120K Sell
640
-8,833
-93% -$1.57M 0.02% 242
2023
Q1 		$1.69M Buy
9,473
+206
+2% +$37.9K 0.3% 42
2022
Q4 		$1.62M Sell
9,267
-74
-0.8% -$13.2K 0.31% 40
2022
Q3 		$1.54M Sell
9,341
-423
-4% -$77.2K 0.29% 40
2022
Q2 		$1.65M Buy
9,764
+1,571
+19% +$290K 0.3% 36
2022
Q1 		$1.68M Sell
8,193
-2,249
-22% -$459K 0.73% 24
2021
Q4 		$2.32M Buy
+10,442
New +$2.36M 1% 22

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IWM Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2026, selling an estimated $3.87K and leaving 900 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #331.

Guardian Wealth Advisors (North Carolina) first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.32M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 900 shares of iShares Russell 2000 ETF worth $223K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 15 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.87K.
  • iShares Russell 2000 ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #331 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s iShares Russell 2000 ETF position peaked at $2.32M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.