Guidance Point Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Guidance Point Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Sell	4,459 -83	-2%	-$19.3K	0.23%	42
2026 Q1	$973K	Buy	4,542 +15	+0.3%	+$3.29K	0.23%	41
2025 Q4	$954K	Sell	4,527 -2	-0%	-$413	0.22%	40
2025 Q3	$923K	Sell	4,529 -61	-1%	-$12.1K	0.22%	43
2025 Q2	$891K	Buy	4,590 +20	+0.4%	+$3.7K	0.23%	42
2025 Q1	$860K	Sell	4,570 -11	-0.2%	-$2.1K	0.24%	41
2024 Q4	$848K	Buy	4,581 +23	+0.5%	+$4.41K	0.24%	42
2024 Q3	$865K	Buy	4,558 +19	+0.4%	+$3.46K	0.25%	39
2024 Q2	$792K	Buy	4,539 +22	+0.5%	+$3.85K	0.25%	39
2024 Q1	$810K	Buy	4,517 +109	+2%	+$18.4K	0.26%	39
2023 Q4	$729K	Sell	4,408 -64	-1%	-$9.88K	0.27%	38
2023 Q3	$679K	Buy	4,472 +57	+1%	+$9.04K	0.28%	38
2023 Q2	$697K	Buy	4,415 +89	+2%	+$13.6K	0.27%	42
2023 Q1	$659K	Buy	4,326 +20	+0.5%	+$3.09K	0.27%	41
2022 Q4	$653K	Buy	4,306 +23	+0.5%	+$3.44K	0.28%	40
2022 Q3	$582K	Buy	4,283 +24	+0.6%	+$3.61K	0.27%	48
2022 Q2	$617K	Buy	4,259 +21	+0.5%	+$3.29K	0.27%	48
2022 Q1	$703K	Buy	4,238 +15	+0.4%	+$2.46K	0.27%	52
2021 Q4	$709K	Buy	4,223 +16	+0.4%	+$2.62K	0.26%	47
2021 Q3	$658K	Buy	4,207 +17	+0.4%	+$2.73K	0.24%	49
2021 Q2	$664K	Buy	4,190 +138	+3%	+$21.8K	0.26%	51
2021 Q1	$614K	Sell	4,052 -8	-0.2%	-$1.16K	0.25%	49
2020 Q4	$555K	Buy	4,060 +13	+0.3%	+$1.67K	0.26%	53
2020 Q3	$478K	Sell	4,047 -1	-0%	-$119	0.26%	50
2020 Q2	$455K	Buy	4,048 +388	+11%	+$42.7K	0.25%	49
2020 Q1	$363K	Hold	3,660	–	–	0.24%	47
2019 Q4	$500K	Buy	3,660 +11	+0.3%	+$1.45K	0.24%	43
2019 Q3	$468K	Buy	3,649 +19	+0.5%	+$2.42K	0.26%	42
2019 Q2	$461K	Buy	3,630 +17	+0.5%	+$2.13K	0.26%	43
2019 Q1	$446K	Sell	3,613 -93	-3%	-$11.2K	0.26%	43
2018 Q4	$411K	Buy	+3,706	New	+$444K	0.27%	44

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Guidance Point Advisors's IWD Position: Q2 2026 in Review

Guidance Point Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q2 2026, selling an estimated $19.3K and leaving 4,459 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #42.

Guidance Point Advisors first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Guidance Point Advisors held 4,459 shares of iShares Russell 1000 Value ETF worth $1.08M as of Q2 2026.
Guidance Point Advisors sold 83 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $19.3K.
iShares Russell 1000 Value ETF made up 0.23% of Guidance Point Advisors's portfolio in Q2 2026, its #42 holding.
Guidance Point Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.