GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
4,795
+9
| +0.2% | +$3.16K | 0.12% | 101 |
|
|
2025
Q1 | $1.52M | Buy |
4,786
+9
| +0.2% | +$2.86K | 0.12% | 102 |
|
|
2024
Q4 | $1.6M | Buy |
4,777
+14
| +0.3% | +$4.68K | 0.13% | 101 |
|
|
2024
Q3 | $1.56M | Buy |
4,763
+16
| +0.3% | +$5.23K | 0.17% | 78 |
|
|
2024
Q2 | $1.47M | Hold |
4,747
| – | – | 0.17% | 76 |
|
|
2024
Q1 | $1.42M | Buy |
+4,747
| New | +$1.42M | 0.17% | 80 |
|