Guardian Wealth Management (Illinois)’s iShares Russell 2000 ETF IWM Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-47	Closed	-$8.87K	–	233
2023 Q2	$8.87K	Hold	47	–	–	0.01%	168
2023 Q1	$8.43K	Hold	47	–	–	0.01%	171
2022 Q4	$8.21K	Hold	47	–	–	0.01%	180
2022 Q3	$8K	Hold	47	–	–	0.01%	172
2022 Q2	$8K	Buy	47 +1	+2%	+$184	0.01%	163
2022 Q1	$10K	Hold	46	–	–	0.01%	172
2021 Q4	$10K	Buy	+46	New	+$10.4K	0.01%	167

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s IWM Position: Q3 2023 in Review

Guardian Wealth Management (Illinois) sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 47 shares — an estimated $8.87K sold.

Guardian Wealth Management (Illinois) first reported a position in IWM in Q4 2021 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Guardian Wealth Management (Illinois) reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 47 iShares Russell 2000 ETF shares in Q3 2023, an estimated $8.87K.
Guardian Wealth Management (Illinois) first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 7 quarters.
Guardian Wealth Management (Illinois)'s iShares Russell 2000 ETF position peaked at $10K in Q1 2022.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2023, filed 1 Nov 2023.