Guardian Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 572 shares of IWM stock, worth $140,174. This represents 0.01% of its overall portfolio holdings.

Number of Shares
572
Previous 514 11.28%
Holding current value
$140,174
Previous $102,000 20.59%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$174.82 - $215.79 $10,139 - $12,515
58 Added 11.28%
572 $123,000
Q1 2025

May 15, 2025
SELL
$198.1 - $229.79 $7,725 - $8,961
-39 Reduced 7.05%
514 $102,000
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $12,751 - $14,301
59 Added 11.94%
553 $122,000
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $2,699 - $2,932
-14 Reduced 2.76%
494 $100,000
Q1 2024

May 15, 2024
SELL
$189.48 - $210.3 $25,011 - $27,759
-132 Reduced 20.63%
508 $106,000
Q2 2023

Aug 14, 2023
SELL
$170.4 - $187.93 $1.51 Million - $1.66 Million
-8,833 Reduced 93.24%
640 $119,000
Q1 2023

May 15, 2023
BUY
$170.25 - $198.32 $35,071 - $40,853
206 Added 2.22%
9,473 $1.69 Million
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $12,343 - $13,915
-74 Reduced 0.79%
9,267 $1.62 Million
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $69,443 - $85,052
-423 Reduced 4.33%
9,341 $1.54 Million
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $257,486 - $326,626
1,571 Added 19.17%
9,764 $1.65 Million
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $430,728 - $506,744
-2,249 Reduced 21.54%
8,193 $1.68 Million
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $2.21 Million - $2.53 Million
10,442 New
10,442 $2.32 Million

Others Institutions Holding IWM

# of Institutions
2,951
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email