Guidance Point Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Buy |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $865K | Buy |
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|
2024
Q2 | $792K | Buy |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $679K | Buy |
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|
2023
Q2 | $697K | Buy |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $703K | Buy |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $658K | Buy |
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|
2021
Q2 | $664K | Buy |
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|
2021
Q1 | $614K | Sell |
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|
2020
Q4 | $555K | Buy |
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|
2020
Q3 | $478K | Sell |
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|
2020
Q2 | $455K | Buy |
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|
2020
Q1 | $363K | Hold |
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|
2019
Q4 | $500K | Buy |
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|
2019
Q3 | $468K | Buy |
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|
2019
Q2 | $461K | Buy |
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|
2019
Q1 | $446K | Sell |
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|
2018
Q4 | $411K | Buy |
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