Guardian Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Buy |
9,504
+516
| +6% | +$47.5K | 0.06% | 152 |
|
|
2025
Q1 | $765K | Buy |
8,988
+283
| +3% | +$24.1K | 0.06% | 150 |
|
|
2024
Q4 | $770K | Hold |
8,705
| – | – | 0.06% | 152 |
|
|
2024
Q3 | $767K | Hold |
8,705
| – | – | 0.08% | 126 |
|
|
2024
Q2 | $706K | Sell |
8,705
-266
| -3% | -$21.6K | 0.08% | 125 |
|
|
2024
Q1 | $754K | Buy |
8,971
+220
| +3% | +$18.5K | 0.09% | 121 |
|
|
2023
Q4 | $680K | Buy |
8,751
+48
| +0.6% | +$3.73K | 0.1% | 112 |
|
|
2023
Q3 | $606K | Hold |
8,703
| – | – | 0.1% | 108 |
|
|
2023
Q2 | $636K | Hold |
8,703
| – | – | 0.11% | 102 |
|
|
2023
Q1 | $609K | Hold |
8,703
| – | – | 0.11% | 100 |
|
|
2022
Q4 | $587K | Buy |
8,703
+141
| +2% | +$9.51K | 0.11% | 99 |
|
|
2022
Q3 | $532K | Sell |
8,562
-212
| -2% | -$13.2K | 0.1% | 99 |
|
|
2022
Q2 | $567K | Buy |
8,774
+8,728
| +18,974% | +$564K | 0.1% | 98 |
|
|
2022
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 230 |
|