iShares Russell 2000 Index shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Guardian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 80k | 241.96 |
| 2025-06-30 | $17M | 80k | 215.79 |
| 2025-03-31 | $15M | 77k | 199.49 |
| 2024-12-31 | $16M | 72k | 220.96 |
| 2024-09-30 | $16M | 73k | 220.89 |
| 2024-06-30 | $15M | 74k | 202.89 |
| 2024-03-31 | $15M | 73k | 210.30 |
| 2023-12-31 | $15M | 74k | 200.71 |
| 2023-09-30 | $13M | 72k | 176.74 |
| 2023-06-30 | $13M | 71k | 187.27 |
| 2023-03-31 | $12M | 68k | 178.40 |
| 2022-12-31 | $11M | 61k | 174.36 |
| 2022-09-30 | $482k | 2.9k | 164.96 |
| 2022-06-30 | $9.4M | 56k | 169.36 |
| 2022-03-31 | $11M | 52k | 205.27 |
| 2021-12-31 | $11M | 50k | 222.46 |
| 2021-09-30 | $10M | 47k | 218.75 |
| 2021-06-30 | $11M | 47k | 229.37 |
| 2021-03-31 | $17M | 75k | 220.94 |
| 2020-12-31 | $9.7M | 49k | 196.06 |