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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-406	Closed	-$59.2K	–	492
2026 Q1	$59.2K	Buy	+406	New	+$60.3K	﹤0.01%	431
2025 Q3	–	Sell	-250	Closed	-$33K	–	456
2025 Q2	$33K	Hold	250	–	–	﹤0.01%	427
2025 Q1	$31.5K	Sell	250 -79	-24%	-$10.3K	﹤0.01%	408
2024 Q4	$42.6K	Buy	329 +79	+32%	+$10.6K	﹤0.01%	372
2024 Q3	$33.1K	Hold	250	–	–	﹤0.01%	329
2024 Q2	$30.2K	Sell	250 -156	-38%	-$19K	﹤0.01%	326
2024 Q1	$50.9K	Hold	406	–	–	0.01%	318
2023 Q4	$47.2K	Hold	406	–	–	0.01%	309
2023 Q3	$42.6K	Hold	406	–	–	0.01%	303
2023 Q2	$44.6K	Hold	406	–	–	0.01%	290
2023 Q1	$43.1K	Hold	406	–	–	0.01%	280
2022 Q4	$42.8K	Hold	406	–	–	0.01%	264
2022 Q3	$39K	Hold	406	–	–	0.01%	245
2022 Q2	$41K	Buy	+406	New	+$45.4K	0.01%	246

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 406 shares — an estimated $59.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IWS in Q2 2022 and held it in 14 quarters. The position peaked at $59.2K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 406 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $59.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Russell Mid-Cap Value ETF position peaked at $59.2K in Q1 2026.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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