Guardian Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-546
| Closed | -$62.3K | – | 452 |
|
|
2024
Q1 | $62.3K | Hold |
546
| – | – | 0.01% | 305 |
|
|
2023
Q4 | $57K | Hold |
546
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $50K | Hold |
546
| – | – | 0.01% | 293 |
|
|
2023
Q2 | $52.8K | Hold |
546
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $49.7K | Hold |
546
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $45.6K | Hold |
546
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $43K | Hold |
546
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $43K | Buy |
+546
| New | +$43K | 0.01% | 238 |
|