GPA
Guidance Point Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
1,481
-15
| -1% | -$3.24K | 0.08% | 68 |
|
|
2025
Q1 | $299K | Sell |
1,496
-427
| -22% | -$85.2K | 0.09% | 68 |
|
|
2024
Q4 | $425K | Buy |
1,923
+9
| +0.5% | +$1.99K | 0.12% | 56 |
|
|
2024
Q3 | $423K | Buy |
1,914
+7
| +0.4% | +$1.55K | 0.12% | 56 |
|
|
2024
Q2 | $387K | Buy |
1,907
+4
| +0.2% | +$812 | 0.12% | 55 |
|
|
2024
Q1 | $401K | Buy |
1,903
+4
| +0.2% | +$843 | 0.13% | 56 |
|
|
2023
Q4 | $382K | Sell |
1,899
-55
| -3% | -$11.1K | 0.14% | 50 |
|
|
2023
Q3 | $346K | Hold |
1,954
| – | – | 0.14% | 51 |
|
|
2023
Q2 | $366K | Sell |
1,954
-53
| -3% | -$9.93K | 0.14% | 56 |
|
|
2023
Q1 | $358K | Buy |
2,007
+1
| +0% | +$178 | 0.14% | 57 |
|
|
2022
Q4 | $350K | Buy |
2,006
+5
| +0.2% | +$871 | 0.15% | 59 |
|
|
2022
Q3 | $330K | Buy |
2,001
+3
| +0.2% | +$495 | 0.15% | 61 |
|
|
2022
Q2 | $338K | Sell |
1,998
-24
| -1% | -$4.06K | 0.15% | 63 |
|
|
2022
Q1 | $415K | Sell |
2,022
-9
| -0.4% | -$1.85K | 0.16% | 63 |
|
|
2021
Q4 | $452K | Sell |
2,031
-10
| -0.5% | -$2.23K | 0.16% | 55 |
|
|
2021
Q3 | $446K | Sell |
2,041
-10
| -0.5% | -$2.19K | 0.16% | 58 |
|
|
2021
Q2 | $470K | Buy |
2,051
+130
| +7% | +$29.8K | 0.18% | 58 |
|
|
2021
Q1 | $424K | Buy |
1,921
+504
| +36% | +$111K | 0.18% | 61 |
|
|
2020
Q4 | $277K | Buy |
1,417
+1
| +0.1% | +$195 | 0.13% | 66 |
|
|
2020
Q3 | $212K | Sell |
1,416
-29
| -2% | -$4.34K | 0.12% | 73 |
|
|
2020
Q2 | $206K | Buy |
+1,445
| New | +$206K | 0.11% | 69 |
|
|
2020
Q1 | – | Sell |
-1,469
| Closed | -$244K | – | 67 |
|
|
2019
Q4 | $244K | Sell |
1,469
-11
| -0.7% | -$1.83K | 0.12% | 61 |
|
|
2019
Q3 | $224K | Buy |
1,480
+1
| +0.1% | +$151 | 0.12% | 59 |
|
|
2019
Q2 | $230K | Hold |
1,479
| – | – | 0.13% | 58 |
|
|
2019
Q1 | $226K | Buy |
+1,479
| New | +$226K | 0.13% | 58 |
|