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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Hold	9,551	–	–	0.06%	156
2026 Q1	$929K	Sell	9,551 -143	-1%	-$14.3K	0.06%	159
2025 Q4	$933K	Buy	9,694 +267	+3%	+$25.7K	0.06%	161
2025 Q3	$910K	Sell	9,427 -77	-0.8%	-$7.3K	0.06%	155
2025 Q2	$874K	Buy	9,504 +516	+6%	+$44.6K	0.06%	152
2025 Q1	$765K	Buy	8,988 +283	+3%	+$25.2K	0.06%	150
2024 Q4	$770K	Hold	8,705	–	–	0.06%	153
2024 Q3	$767K	Hold	8,705	–	–	0.08%	127
2024 Q2	$706K	Sell	8,705 -266	-3%	-$21.6K	0.08%	125
2024 Q1	$754K	Buy	8,971 +220	+3%	+$17.4K	0.09%	121
2023 Q4	$680K	Buy	8,751 +48	+0.6%	+$3.41K	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%	-$14.6K	0.1%	99
2022 Q2	$567K	Buy	8,774 +8,728	+18,974%	+$621K	0.1%	98
2022 Q1	$4K	Buy	+46	New	+$3.54K	﹤0.01%	230

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 9,551 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #156.

Guardian Wealth Advisors (North Carolina) first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 9,551 shares of iShares Russell Mid-Cap ETF worth $1.05M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #156 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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