GPA
Guidance Point Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
238,202
-12,392
| -5% | -$769K | 3.8% | 5 |
|
|
2025
Q1 | $14.6M | Buy |
250,594
+5,066
| +2% | +$296K | 4.16% | 5 |
|
|
2024
Q4 | $15.3M | Buy |
245,528
+4,191
| +2% | +$261K | 4.3% | 6 |
|
|
2024
Q3 | $15M | Buy |
241,337
+3,556
| +1% | +$222K | 4.39% | 6 |
|
|
2024
Q2 | $13.9M | Buy |
237,781
+21,711
| +10% | +$1.27M | 4.35% | 6 |
|
|
2024
Q1 | $13.1M | Buy |
216,070
+172,397
| +395% | +$10.5M | 4.28% | 6 |
|
|
2023
Q4 | $12.1M | Sell |
43,673
-1,497
| -3% | -$415K | 4.48% | 6 |
|
|
2023
Q3 | $11.3M | Sell |
45,170
-3,019
| -6% | -$753K | 4.59% | 6 |
|
|
2023
Q2 | $12.6M | Buy |
48,189
+822
| +2% | +$215K | 4.84% | 6 |
|
|
2023
Q1 | $11.8M | Buy |
47,367
+469
| +1% | +$117K | 4.78% | 6 |
|
|
2022
Q4 | $11.3M | Buy |
46,898
+2,613
| +6% | +$632K | 4.8% | 5 |
|
|
2022
Q3 | $9.71M | Buy |
44,285
+1,470
| +3% | +$322K | 4.43% | 6 |
|
|
2022
Q2 | $9.69M | Buy |
42,815
+2,139
| +5% | +$484K | 4.18% | 6 |
|
|
2022
Q1 | $11M | Buy |
40,676
+2,247
| +6% | +$610K | 4.18% | 6 |
|
|
2021
Q4 | $10.9M | Buy |
38,429
+809
| +2% | +$230K | 3.96% | 7 |
|
|
2021
Q3 | $9.9M | Buy |
37,620
+1,780
| +5% | +$468K | 3.61% | 7 |
|
|
2021
Q2 | $9.63M | Buy |
35,840
+1,327
| +4% | +$357K | 3.74% | 7 |
|
|
2021
Q1 | $8.98M | Sell |
34,513
-383
| -1% | -$99.7K | 3.72% | 7 |
|
|
2020
Q4 | $8.02M | Buy |
34,896
+1,161
| +3% | +$267K | 3.69% | 7 |
|
|
2020
Q3 | $6.25M | Sell |
33,735
-1,580
| -4% | -$293K | 3.45% | 7 |
|
|
2020
Q2 | $6.28M | Buy |
35,315
+489
| +1% | +$86.9K | 3.49% | 7 |
|
|
2020
Q1 | $4.97M | Sell |
34,826
-2,587
| -7% | -$369K | 3.23% | 7 |
|
|
2019
Q4 | $7.7M | Buy |
37,413
+529
| +1% | +$109K | 3.76% | 6 |
|
|
2019
Q3 | $7.14M | Buy |
36,884
+473
| +1% | +$91.6K | 3.91% | 6 |
|
|
2019
Q2 | $7.07M | Buy |
36,411
+251
| +0.7% | +$48.8K | 4% | 6 |
|
|
2019
Q1 | $6.85M | Buy |
36,160
+497
| +1% | +$94.1K | 4.04% | 6 |
|
|
2018
Q4 | $5.87M | Buy |
+35,663
| New | +$5.87M | 3.81% | 6 |
|