Guardian Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
250
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $31.5K | Sell |
250
-79
| -24% | -$9.95K | ﹤0.01% | 408 |
|
|
2024
Q4 | $42.6K | Buy |
329
+79
| +32% | +$10.2K | ﹤0.01% | 371 |
|
|
2024
Q3 | $33.1K | Hold |
250
| – | – | ﹤0.01% | 328 |
|
|
2024
Q2 | $30.2K | Sell |
250
-156
| -38% | -$18.8K | ﹤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 | +$41K | 0.01% | 246 |
|