GWA
IWM icon

Guidant Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$544K Hold
3,596
0.2% 68
2019
Q2
$559K Buy
3,596
+1
+0% +$155 0.22% 68
2019
Q1
$550K Buy
3,595
+761
+27% +$116K 0.21% 70
2018
Q4
$379K Buy
+2,834
New +$379K 0.18% 71