Guardian Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $910K | Sell |
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|
2025
Q2 | $874K | Buy |
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|
2025
Q1 | $765K | Buy |
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|
2024
Q4 | $770K | Hold |
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|
2024
Q3 | $767K | Hold |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $754K | Buy |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $606K | Hold |
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|
2023
Q2 | $636K | Hold |
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|
2023
Q1 | $609K | Hold |
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $4K | Buy |
|