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 73,536 shares of IWM stock, worth $16.3 Million. This represents 9.71% of its overall portfolio holdings.

Number of Shares
73,536
Previous 73,290 0.34%
Holding current value
$16.3 Million
Previous $15.4 Million 3.2%
% of portfolio
9.71%
Previous 10.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$192.84 - $209.44 $47,438 - $51,522
246 Added 0.34%
73,536 $14.9 Million
Q1 2024

Apr 26, 2024

SELL
$189.48 - $210.3 $129,793 - $144,055
-685 Reduced 0.93%
73,290 $15.4 Million
Q4 2023

Feb 08, 2024

BUY
$162.21 - $204.82 $316,633 - $399,808
1,952 Added 2.71%
73,975 $14.8 Million
Q3 2023

Oct 30, 2023

BUY
$174.36 - $198.71 $130,595 - $148,833
749 Added 1.05%
72,023 $12.7 Million
Q2 2023

Aug 08, 2023

BUY
$170.4 - $187.93 $516,652 - $569,803
3,032 Added 4.44%
71,274 $13.3 Million
Q1 2023

May 18, 2023

BUY
$170.25 - $198.32 $1.85 Million - $2.16 Million
10,885 Added 18.98%
68,242 $12.2 Million
Q1 2023

May 03, 2023

SELL
$170.25 - $198.32 $7.72 Million - $9 Million
-45,371 Reduced 74.11%
15,848 $2.83 Million
Q4 2022

Feb 02, 2023

BUY
$166.81 - $188.05 $9.72 Million - $11 Million
58,297 Added 1995.11%
61,219 $10.7 Million
Q3 2022

May 18, 2023

BUY
$164.17 - $201.07 $6.81 Million - $8.35 Million
41,509 Added 261.92%
57,357 $9.46 Million
Q3 2022

Nov 09, 2022

SELL
$164.17 - $201.07 $8.64 Million - $10.6 Million
-52,618 Reduced 94.74%
2,922 $482,000
Q2 2022

Aug 12, 2022

BUY
$163.9 - $207.91 $537,919 - $682,360
3,282 Added 6.28%
55,540 $9.41 Million
Q1 2022

May 11, 2022

BUY
$191.52 - $225.32 $530,510 - $624,136
2,770 Added 5.6%
52,258 $10.7 Million
Q4 2021

Feb 03, 2022

BUY
$212.12 - $242.56 $498,057 - $569,530
2,348 Added 4.98%
49,488 $11 Million
Q3 2021

Nov 10, 2021

SELL
$211.73 - $231.39 $40,016 - $43,732
-189 Reduced 0.4%
47,140 $10.3 Million
Q2 2021

Jul 28, 2021

SELL
$211.85 - $232.89 $5.89 Million - $6.48 Million
-27,814 Reduced 37.01%
47,329 $10.9 Million
Q1 2021

May 10, 2021

BUY
$193.5 - $234.42 $5.46 Million - $6.62 Million
28,234 Added 60.19%
75,143 $16.6 Million
Q1 2021

May 10, 2021

SELL
$193.5 - $234.42 $446,985 - $541,510
-2,310 Reduced 4.69%
46,909 $10.4 Million
Q4 2020

May 10, 2021

BUY
$152.18 - $199.14 $7.49 Million - $9.8 Million
49,219 New
49,219 $9.65 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.