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Guardian Wealth Advisors (North Carolina)’s iShares Russell 2500 ETF SMMD Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,538
Closed -$241K – 546
2024
Q4 		$241K Buy
+3,538
New +$241K 0.02% 285