GPA
Guidance Point Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
129,381
-8,800
| -6% | -$962K | 3.63% | 6 |
|
|
2025
Q1 | $14.5M | Sell |
138,181
-2,747
| -2% | -$287K | 4.12% | 6 |
|
|
2024
Q4 | $16.2M | Buy |
140,928
+4,073
| +3% | +$469K | 4.56% | 5 |
|
|
2024
Q3 | $16M | Buy |
136,855
+2,210
| +2% | +$258K | 4.67% | 5 |
|
|
2024
Q2 | $14.4M | Buy |
134,645
+12,872
| +11% | +$1.38M | 4.49% | 5 |
|
|
2024
Q1 | $13.5M | Buy |
121,773
+787
| +0.7% | +$87K | 4.39% | 5 |
|
|
2023
Q4 | $13.1M | Sell |
120,986
-5,787
| -5% | -$627K | 4.85% | 5 |
|
|
2023
Q3 | $12M | Sell |
126,773
-6,379
| -5% | -$602K | 4.87% | 5 |
|
|
2023
Q2 | $13.3M | Buy |
133,152
+4,644
| +4% | +$463K | 5.1% | 5 |
|
|
2023
Q1 | $12.4M | Sell |
128,508
-385
| -0.3% | -$37.2K | 5.01% | 4 |
|
|
2022
Q4 | $12.2M | Buy |
128,893
+8,167
| +7% | +$773K | 5.16% | 4 |
|
|
2022
Q3 | $10.5M | Buy |
120,726
+2,468
| +2% | +$215K | 4.81% | 4 |
|
|
2022
Q2 | $10.9M | Buy |
118,258
+5,443
| +5% | +$503K | 4.72% | 5 |
|
|
2022
Q1 | $12.3M | Buy |
112,815
+5,694
| +5% | +$619K | 4.64% | 5 |
|
|
2021
Q4 | $12.3M | Buy |
107,121
+2,267
| +2% | +$260K | 4.46% | 6 |
|
|
2021
Q3 | $11.4M | Buy |
104,854
+4,746
| +5% | +$518K | 4.18% | 6 |
|
|
2021
Q2 | $11.3M | Buy |
100,108
+2,635
| +3% | +$298K | 4.39% | 5 |
|
|
2021
Q1 | $10.6M | Sell |
97,473
-5,005
| -5% | -$543K | 4.39% | 5 |
|
|
2020
Q4 | $9.42M | Buy |
102,478
+43
| +0% | +$3.95K | 4.33% | 5 |
|
|
2020
Q3 | $7.19M | Sell |
102,435
-7,704
| -7% | -$541K | 3.97% | 6 |
|
|
2020
Q2 | $7.52M | Sell |
110,139
-4,537
| -4% | -$310K | 4.18% | 6 |
|
|
2020
Q1 | $6.43M | Sell |
114,676
-583
| -0.5% | -$32.7K | 4.19% | 6 |
|
|
2019
Q4 | $9.66M | Buy |
115,259
+1,054
| +0.9% | +$88.4K | 4.72% | 5 |
|
|
2019
Q3 | $8.91M | Sell |
114,205
-414
| -0.4% | -$32.3K | 4.88% | 5 |
|
|
2019
Q2 | $8.97M | Buy |
114,619
+648
| +0.6% | +$50.7K | 5.07% | 5 |
|
|
2019
Q1 | $8.79M | Sell |
113,971
-516
| -0.5% | -$39.8K | 5.19% | 4 |
|
|
2018
Q4 | $7.88M | Buy |
+114,487
| New | +$7.88M | 5.12% | 5 |
|