GPA
Guidance Point Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Buy |
4,590
+20
| +0.4% | +$3.88K | 0.23% | 42 |
|
|
2025
Q1 | $860K | Sell |
4,570
-11
| -0.2% | -$2.07K | 0.24% | 41 |
|
|
2024
Q4 | $848K | Buy |
4,581
+23
| +0.5% | +$4.26K | 0.24% | 42 |
|
|
2024
Q3 | $865K | Buy |
4,558
+19
| +0.4% | +$3.61K | 0.25% | 39 |
|
|
2024
Q2 | $792K | Buy |
4,539
+22
| +0.5% | +$3.84K | 0.25% | 39 |
|
|
2024
Q1 | $810K | Buy |
4,517
+109
| +2% | +$19.5K | 0.26% | 39 |
|
|
2023
Q4 | $729K | Sell |
4,408
-64
| -1% | -$10.6K | 0.27% | 38 |
|
|
2023
Q3 | $679K | Buy |
4,472
+57
| +1% | +$8.66K | 0.28% | 38 |
|
|
2023
Q2 | $697K | Buy |
4,415
+89
| +2% | +$14.1K | 0.27% | 42 |
|
|
2023
Q1 | $659K | Buy |
4,326
+20
| +0.5% | +$3.05K | 0.27% | 41 |
|
|
2022
Q4 | $653K | Buy |
4,306
+23
| +0.5% | +$3.49K | 0.28% | 40 |
|
|
2022
Q3 | $582K | Buy |
4,283
+24
| +0.6% | +$3.26K | 0.27% | 48 |
|
|
2022
Q2 | $617K | Buy |
4,259
+21
| +0.5% | +$3.04K | 0.27% | 48 |
|
|
2022
Q1 | $703K | Buy |
4,238
+15
| +0.4% | +$2.49K | 0.27% | 52 |
|
|
2021
Q4 | $709K | Buy |
4,223
+16
| +0.4% | +$2.69K | 0.26% | 47 |
|
|
2021
Q3 | $658K | Buy |
4,207
+17
| +0.4% | +$2.66K | 0.24% | 49 |
|
|
2021
Q2 | $664K | Buy |
4,190
+138
| +3% | +$21.9K | 0.26% | 51 |
|
|
2021
Q1 | $614K | Sell |
4,052
-8
| -0.2% | -$1.21K | 0.25% | 49 |
|
|
2020
Q4 | $555K | Buy |
4,060
+13
| +0.3% | +$1.78K | 0.26% | 53 |
|
|
2020
Q3 | $478K | Sell |
4,047
-1
| -0% | -$118 | 0.26% | 50 |
|
|
2020
Q2 | $455K | Buy |
4,048
+388
| +11% | +$43.6K | 0.25% | 49 |
|
|
2020
Q1 | $363K | Hold |
3,660
| – | – | 0.24% | 47 |
|
|
2019
Q4 | $500K | Buy |
3,660
+11
| +0.3% | +$1.5K | 0.24% | 43 |
|
|
2019
Q3 | $468K | Buy |
3,649
+19
| +0.5% | +$2.44K | 0.26% | 42 |
|
|
2019
Q2 | $461K | Buy |
3,630
+17
| +0.5% | +$2.16K | 0.26% | 43 |
|
|
2019
Q1 | $446K | Sell |
3,613
-93
| -3% | -$11.5K | 0.26% | 43 |
|
|
2018
Q4 | $411K | Buy |
+3,706
| New | +$411K | 0.27% | 44 |
|