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iShares Russell 1000 Value Index shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 7.3k 203.59
2025-06-30 $1.3M 6.8k 194.22
2025-03-31 $1.3M 6.8k 188.17
2024-12-31 $1.3M 7.2k 185.12
2024-09-30 $1.3M 6.9k 189.80
2024-06-30 $1.2M 6.9k 174.47
2024-03-31 $1.3M 7.5k 179.11
2023-12-31 $343k 2.1k 165.02
2023-09-30 $393k 2.6k 153.08
2023-06-30 $483k 3.1k 157.83
2023-03-31 $505k 3.3k 152.26
2022-12-31 $518k 3.4k 151.65
2022-09-30 $499k 3.7k 136.12
2022-06-30 $534k 3.7k 144.95
2022-03-31 $525k 3.2k 166.03
2021-12-31 $579k 3.4k 167.92