Guardian Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Guardian Wealth Advisors, LLC

$1.45 Billion
Q3 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 863 shares of IWM stock, worth $204,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares

863

Previous 572 50.87%

Holding current value

$204,945

Previous $123,000 69.11%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$214.92 - $244.84 $62,541 - $71,248	291 Added 50.87%	863 $208,000
Q2 2025 Aug 14, 2025	BUY	$174.82 - $215.79 $10,139 - $12,515	58 Added 11.28%	572 $123,000
Q1 2025 May 15, 2025	SELL	$198.1 - $229.79 $7,725 - $8,961	-39 Reduced 7.05%	514 $102,000
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $12,751 - $14,301	59 Added 11.94%	553 $122,000
Q2 2024 Aug 14, 2024	SELL	$192.84 - $209.44 $2,699 - $2,932	-14 Reduced 2.76%	494 $100,000

Q1 2024 May 15, 2024	SELL	$189.48 - $210.3 $25,011 - $27,759	-132 Reduced 20.63%	508 $106,000
Q2 2023 Aug 14, 2023	SELL	$170.4 - $187.93 $1.51 Million - $1.66 Million	-8,833 Reduced 93.24%	640 $119,000
Q1 2023 May 15, 2023	BUY	$170.25 - $198.32 $35,071 - $40,853	206 Added 2.22%	9,473 $1.69 Million
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $12,343 - $13,915	-74 Reduced 0.79%	9,267 $1.62 Million
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $69,443 - $85,052	-423 Reduced 4.33%	9,341 $1.54 Million
Q2 2022 Aug 15, 2022	BUY	$163.9 - $207.91 $257,486 - $326,626	1,571 Added 19.17%	9,764 $1.65 Million
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $430,728 - $506,744	-2,249 Reduced 21.54%	8,193 $1.68 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $2.21 Million - $2.53 Million	10,442 New	10,442 $2.32 Million

Others Institutions Holding IWM

# of Institutions

3,025

Shares Held

284M

Call Options Held

216M

Put Options Held

517M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Guardian Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History