GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9K | Buy |
126
+8
| +7% | +$2.28K | ﹤0.01% | 421 |
|
|
2025
Q1 | $30.2K | Sell |
118
-78
| -40% | -$20K | ﹤0.01% | 415 |
|
|
2024
Q4 | $56.4K | Hold |
196
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $55.5K | Buy |
196
+1
| +0.5% | +$283 | 0.01% | 306 |
|
|
2024
Q2 | $51.2K | Hold |
195
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $52.8K | Hold |
195
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $49.1K | Buy |
195
+1
| +0.5% | +$252 | 0.01% | 306 |
|
|
2023
Q3 | $43.6K | Hold |
194
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $47.1K | Sell |
194
-24
| -11% | -$5.83K | 0.01% | 288 |
|
|
2023
Q1 | $49.4K | Buy |
218
+191
| +707% | +$43.3K | 0.01% | 271 |
|
|
2022
Q4 | $5.79K | Hold |
27
| – | – | ﹤0.01% | 331 |
|
|
2022
Q3 | $6K | Hold |
27
| – | – | ﹤0.01% | 304 |
|
|
2022
Q2 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 306 |
|