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 Q2	$775K	Sell	2,577 -1	-0%	-$281	0.16%	51
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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Guidance Point Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q2 2026, selling an estimated $281 and leaving 2,577 shares worth $775K. The position accounts for 0.16% of the portfolio, ranked #51.

Guidance Point Advisors first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Guidance Point Advisors held 2,577 shares of iShares Russell 2000 ETF worth $775K as of Q2 2026.
Guidance Point Advisors sold 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.16% of Guidance Point Advisors's portfolio in Q2 2026, its #51 holding.
Guidance Point Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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