Guardian Wealth Advisors (North Carolina)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
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|
2025
Q1 | $102K | Sell |
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|
2024
Q4 | $122K | Buy |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $100K | Sell |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $120K | Sell |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2.32M | Buy |
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