Guardian Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$47.5K	0.01%	238

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IWP Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 546 shares — an estimated $62.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IWP in Q2 2022 and held it in 8 quarters. The position peaked at $62.3K in Q1 2024. 1,015 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 546 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $62.3K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Russell Mid-Cap Growth ETF position peaked at $62.3K in Q1 2024.
1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.