A detailed history of Guardian Financial Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 3,970 shares of IWM stock, worth $942,795. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,970
Previous 3,318 19.65%
Holding current value
$942,795
Previous $802,000 17.46%
% of portfolio
0.53%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026

BUY
$236.79 - $250.33 $154,387 - $163,215
652 Added 19.65%
3,970 $942,000
Q3 2025

Oct 09, 2025

BUY
$214.92 - $244.84 $1,934 - $2,203
9 Added 0.27%
3,318 $802,000
Q2 2025

Jul 31, 2025

BUY
$174.82 - $215.79 $1,573 - $1,942
9 Added 0.27%
3,309 $714,000
Q1 2025

Apr 22, 2025

BUY
$198.1 - $229.79 $653,730 - $758,307
3,300 New
3,300 $658,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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