Guidance Point Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Sell |
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|
2019
Q3 | $224K | Buy |
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|
2019
Q2 | $230K | Hold |
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|
2019
Q1 | $226K | Buy |
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