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Guidance Point Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Guidance Point Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$640K Buy
2,578
+2
+0.1% +$516 0.15% 47
2025
Q4 		$635K Buy
2,576
+1,407
+120% +$346K 0.15% 47
2025
Q3 		$283K Sell
1,169
-312
-21% -$71.6K 0.07% 77
2025
Q2 		$320K Sell
1,481
-15
-1% -$3.02K 0.08% 68
2025
Q1 		$299K Sell
1,496
-427
-22% -$92.6K 0.09% 68
2024
Q4 		$425K Buy
1,923
+9
+0.5% +$2.05K 0.12% 56
2024
Q3 		$423K Buy
1,914
+7
+0.4% +$1.5K 0.12% 56
2024
Q2 		$387K Buy
1,907
+4
+0.2% +$808 0.12% 55
2024
Q1 		$401K Buy
1,903
+4
+0.2% +$798 0.13% 56
2023
Q4 		$382K Sell
1,899
-55
-3% -$9.85K 0.14% 50
2023
Q3 		$346K Hold
1,954
– – 0.14% 51
2023
Q2 		$366K Sell
1,954
-53
-3% -$9.45K 0.14% 56
2023
Q1 		$358K Buy
2,007
+1
+0% +$184 0.14% 57
2022
Q4 		$350K Buy
2,006
+5
+0.2% +$889 0.15% 59
2022
Q3 		$330K Buy
2,001
+3
+0.2% +$547 0.15% 61
2022
Q2 		$338K Sell
1,998
-24
-1% -$4.42K 0.15% 63
2022
Q1 		$415K Sell
2,022
-9
-0.4% -$1.84K 0.16% 63
2021
Q4 		$452K Sell
2,031
-10
-0.5% -$2.26K 0.16% 55
2021
Q3 		$446K Sell
2,041
-10
-0.5% -$2.22K 0.16% 58
2021
Q2 		$470K Buy
2,051
+130
+7% +$29.2K 0.18% 58
2021
Q1 		$424K Buy
1,921
+504
+36% +$110K 0.18% 61
2020
Q4 		$277K Buy
1,417
+1
+0.1% +$175 0.13% 66
2020
Q3 		$212K Sell
1,416
-29
-2% -$4.36K 0.12% 73
2020
Q2 		$206K Buy
+1,445
New +$190K 0.11% 69
2020
Q1 		– Sell
-1,469
Closed -$244K – 67
2019
Q4 		$244K Sell
1,469
-11
-0.7% -$1.74K 0.12% 61
2019
Q3 		$224K Buy
1,480
+1
+0.1% +$153 0.12% 59
2019
Q2 		$230K Hold
1,479
– – 0.13% 58
2019
Q1 		$226K Buy
+1,479
New +$222K 0.13% 58

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Guidance Point Advisors's IWM Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.08% in Q1 2026, buying an estimated $516 and bringing the position to 2,578 shares worth $640K. The position accounts for 0.15% of the portfolio, ranked #47.

Guidance Point Advisors first reported a position in IWM in Q1 2019 and has held it in 28 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Guidance Point Advisors held 2,578 shares of iShares Russell 2000 ETF worth $640K as of Q1 2026.
  • Guidance Point Advisors bought 2 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516.
  • iShares Russell 2000 ETF made up 0.15% of Guidance Point Advisors's portfolio in Q1 2026, its #47 holding.
  • Guidance Point Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 28 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.