Guardian Wealth Advisors (North Carolina)’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.9K | Buy |
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2025
Q1 | $30.2K | Sell |
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2024
Q4 | $56.4K | Hold |
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2024
Q3 | $55.5K | Buy |
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2024
Q2 | $51.2K | Hold |
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2024
Q1 | $52.8K | Hold |
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2023
Q4 | $49.1K | Buy |
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2023
Q3 | $43.6K | Hold |
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2023
Q2 | $47.1K | Sell |
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2023
Q1 | $49.4K | Buy |
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2022
Q4 | $5.79K | Hold |
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2022
Q3 | $6K | Hold |
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2022
Q2 | $6K | Buy |
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