GWM
Guardian Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$170 | 0.01% | 163 |
|
|
2022
Q1 | $10K | Hold |
46
| – | – | 0.01% | 172 |
|
|
2021
Q4 | $10K | Buy |
+46
| New | +$10K | 0.01% | 167 |
|