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

Guardian Wealth Advisors (North Carolina)’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-125	Closed	-$39.4K	–	491
2026 Q1	$39.4K	Buy	+125	New	+$41.6K	﹤0.01%	453
2025 Q3	–	Sell	-126	Closed	-$35.9K	–	455
2025 Q2	$35.9K	Buy	126 +8	+7%	+$2.11K	﹤0.01%	421
2025 Q1	$30.2K	Sell	118 -78	-40%	-$22K	﹤0.01%	415
2024 Q4	$56.4K	Hold	196	–	–	﹤0.01%	361
2024 Q3	$55.5K	Buy	196 +1	+0.5%	+$274	0.01%	307
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%	+$225	0.01%	306
2023 Q3	$43.6K	Hold	194	–	–	0.01%	301
2023 Q2	$47.1K	Sell	194 -24	-11%	-$5.5K	0.01%	288
2023 Q1	$49.4K	Buy	218 +191	+707%	+$43.7K	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	+$6.02K	﹤0.01%	306

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IWO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 125 shares — an estimated $39.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IWO in Q2 2022 and held it in 14 quarters. The position peaked at $56.4K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 125 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $39.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Russell 2000 Growth ETF position peaked at $56.4K in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.