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iShares Russell 3000 Index shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 4.8k 378.91
2025-06-30 $1.7M 4.8k 351.00
2025-03-31 $1.5M 4.8k 317.64
2024-12-31 $1.6M 4.8k 334.26
2024-09-30 $1.6M 4.8k 326.71
2024-06-30 $1.5M 4.7k 308.67
2024-03-31 $1.4M 4.7k 300.08