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
2026 Q2	$2.06M	Buy	4,828 +8	+0.2%	+$3.3K	0.12%	116
2026 Q1	$1.79M	Buy	4,820 +7	+0.1%	+$2.71K	0.11%	113
2025 Q4	$1.86M	Buy	4,813 +9	+0.2%	+$3.45K	0.12%	107
2025 Q3	$1.82M	Buy	4,804 +9	+0.2%	+$3.28K	0.12%	107
2025 Q2	$1.68M	Buy	4,795 +9	+0.2%	+$2.92K	0.12%	101
2025 Q1	$1.52M	Buy	4,786 +9	+0.2%	+$3.02K	0.12%	102
2024 Q4	$1.6M	Buy	4,777 +14	+0.3%	+$4.71K	0.13%	102
2024 Q3	$1.56M	Buy	4,763 +16	+0.3%	+$5.04K	0.17%	79
2024 Q2	$1.47M	Hold	4,747	–	–	0.17%	76
2024 Q1	$1.42M	Buy	+4,747	New	+$1.35M	0.17%	80

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) increased its iShares Russell 3000 ETF (IWV) stake by 0.17% in Q2 2026, buying an estimated $3.3K and bringing the position to 4,828 shares worth $2.06M. The position accounts for 0.12% of the portfolio, ranked #116.

Guardian Wealth Advisors (North Carolina) first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 4,828 shares of iShares Russell 3000 ETF worth $2.06M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 8 iShares Russell 3000 ETF shares in Q2 2026, an estimated $3.3K.
iShares Russell 3000 ETF made up 0.12% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #116 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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