Guardian Wealth Advisors (North Carolina)’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.68M	Buy
2025 Q1	$1.52M	Buy
2024 Q4	$1.6M	Buy
2024 Q3	$1.56M	Buy
2024 Q2	$1.47M	Hold
2024 Q1	$1.42M	Buy