Guardian Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
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|
2025
Q1 | $31.5K | Sell |
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|
2024
Q4 | $42.6K | Buy |
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|
2024
Q3 | $33.1K | Hold |
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|
2024
Q2 | $30.2K | Sell |
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|
2024
Q1 | $50.9K | Hold |
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|
2023
Q4 | $47.2K | Hold |
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|
2023
Q3 | $42.6K | Hold |
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|
2023
Q2 | $44.6K | Hold |
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|
2023
Q1 | $43.1K | Hold |
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|
2022
Q4 | $42.8K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $41K | Buy |
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