Guardian Asset Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Guardian Asset Advisors, LLC

$174 Billion
Q2 2025

A detailed history of Guardian Asset Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 5,079 shares of IWR stock, worth $473,565. This represents 0.27% of its overall portfolio holdings.

Number of Shares

5,079

Previous 5,067 0.24%

Holding current value

$473,565

Previous $427 Million 9.5%

% of portfolio

0.27%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$74.88 - $91.97 $898 - $1,103	12 Added 0.24%	5,079 $468 Million
Q1 2025 Apr 24, 2025	SELL	$82.81 - $92.93 $87,530 - $98,227	-1,057 Reduced 17.26%	5,067 $427 Million
Q4 2024 Jan 29, 2025	SELL	$87.25 - $95.52 $171,533 - $187,792	-1,966 Reduced 24.3%	6,124 $541 Million
Q3 2024 Oct 08, 2024	SELL	$79.92 - $88.19 $383,056 - $422,694	-4,793 Reduced 37.2%	8,090 $710 Million
Q2 2024 Jul 15, 2024	SELL	$78.66 - $83.59 $317,078 - $336,951	-4,031 Reduced 23.83%	12,883 $1.04 Billion
Q1 2024 May 06, 2024	SELL	$75.37 - $84.09 $379,563 - $423,477	-5,036 Reduced 22.94%	16,914 $1.42 Billion
Q4 2023 May 03, 2024	BUY	$64.84 - $78.27 $1.42 Million - $1.72 Million	21,950 New	21,950 $1.71 Billion

Others Institutions Holding IWR

# of Institutions

1,584

Shares Held

370M

Call Options Held

151K

Put Options Held

30.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.

Account

Guardian Asset Advisors, LLC Ishares Russell Mid Cap ETF Transaction History