GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
572
+58
| +11% | +$12.5K | 0.01% | 353 |
|
|
2025
Q1 | $102K | Sell |
514
-39
| -7% | -$7.77K | 0.01% | 348 |
|
|
2024
Q4 | $122K | Buy |
553
+59
| +12% | +$13K | 0.01% | 326 |
|
|
2024
Q3 | $109K | Hold |
494
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $100K | Sell |
494
-14
| -3% | -$2.84K | 0.01% | 272 |
|
|
2024
Q1 | $107K | Sell |
508
-132
| -21% | -$27.8K | 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% | -$1.65M | 0.02% | 242 |
|
|
2023
Q1 | $1.69M | Buy |
9,473
+206
| +2% | +$36.8K | 0.3% | 42 |
|
|
2022
Q4 | $1.62M | Sell |
9,267
-74
| -0.8% | -$12.9K | 0.31% | 40 |
|
|
2022
Q3 | $1.54M | Sell |
9,341
-423
| -4% | -$69.8K | 0.29% | 40 |
|
|
2022
Q2 | $1.65M | Buy |
9,764
+1,571
| +19% | +$266K | 0.3% | 36 |
|
|
2022
Q1 | $1.68M | Sell |
8,193
-2,249
| -22% | -$462K | 0.73% | 24 |
|
|
2021
Q4 | $2.32M | Buy |
+10,442
| New | +$2.32M | 1% | 22 |
|