iShares Russell 2000 Index shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 863 | 242.02 |
| 2025-06-30 | $123k | 572 | 215.79 |
| 2025-03-31 | $103k | 514 | 199.34 |
| 2024-12-31 | $122k | 553 | 220.80 |
| 2024-09-30 | $109k | 494 | 220.89 |
| 2024-06-30 | $100k | 494 | 202.89 |
| 2024-03-31 | $107k | 508 | 210.30 |
| 2023-12-31 | $129k | 640 | 200.71 |
| 2023-09-30 | $114k | 640 | 177.57 |
| 2023-06-30 | $120k | 640 | 187.27 |
| 2023-03-31 | $1.7M | 9.5k | 178.40 |
| 2022-12-31 | $1.6M | 9.3k | 174.36 |
| 2022-09-30 | $1.5M | 9.3k | 164.97 |
| 2022-06-30 | $1.7M | 9.8k | 169.40 |
| 2022-03-31 | $1.7M | 8.2k | 205.30 |
| 2021-12-31 | $2.3M | 10k | 222.47 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
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