Guardian Wealth Advisors, LLC IWM Holdings History
Guardian Wealth Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Guardian Wealth Advisors, LLC held 76,679.00 shares of iShares Russell 2000 ETF(IWM), totaling $15.30 Mil. This investment constitutes 9.81% of their stock portfolio, and Guardian Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q4. And since then Guardian Wealth Advisors, LLC has made 12 purchases of IWM, at an average price of $181.53, for a total of 81,259.00 shares. In addition, there have been 5 sales at an average price of $216.72 for 4,580.00 shares. Based on historical transaction data and IWM's current price of $223.27, Guardian Wealth Advisors, LLC's estimated gain on his IWM holdings is $3.36 Mil, reflecting a 22.79% gain to date.
Guardian Wealth Advisors, LLC IWM ($223.27) Holding Chart
Guardian Wealth Advisors, LLC IWM ($223.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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