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iShares Russell 2000 Index shares owned by Guardian Financial Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Guardian Financial Partners from 13F filings

Historical chart of Guardian Financial Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Guardian Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $803k 3.3k 242.00
2025-06-30 $714k 3.3k 215.81
2025-03-31 $658k 3.3k 199.51