GPA
Guidance Point Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
4,599
+21
| +0.5% | +$3.31K | 0.19% | 47 |
|
|
2025
Q1 | $691K | Buy |
4,578
+13
| +0.3% | +$1.96K | 0.2% | 46 |
|
|
2024
Q4 | $749K | Buy |
4,565
+23
| +0.5% | +$3.78K | 0.21% | 44 |
|
|
2024
Q3 | $758K | Buy |
4,542
+20
| +0.4% | +$3.34K | 0.22% | 44 |
|
|
2024
Q2 | $688K | Buy |
4,522
+3
| +0.1% | +$457 | 0.21% | 44 |
|
|
2024
Q1 | $719K | Buy |
4,519
+18
| +0.4% | +$2.86K | 0.23% | 43 |
|
|
2023
Q4 | $701K | Sell |
4,501
-73
| -2% | -$11.4K | 0.26% | 41 |
|
|
2023
Q3 | $620K | Hold |
4,574
| – | – | 0.25% | 41 |
|
|
2023
Q2 | $644K | Buy |
4,574
+19
| +0.4% | +$2.68K | 0.25% | 46 |
|
|
2023
Q1 | $624K | Buy |
4,555
+22
| +0.5% | +$3.01K | 0.25% | 44 |
|
|
2022
Q4 | $628K | Buy |
4,533
+31
| +0.7% | +$4.3K | 0.27% | 43 |
|
|
2022
Q3 | $580K | Buy |
4,502
+29
| +0.6% | +$3.74K | 0.26% | 49 |
|
|
2022
Q2 | $609K | Buy |
4,473
+18
| +0.4% | +$2.45K | 0.26% | 49 |
|
|
2022
Q1 | $719K | Buy |
4,455
+13
| +0.3% | +$2.1K | 0.27% | 51 |
|
|
2021
Q4 | $737K | Sell |
4,442
-162
| -4% | -$26.9K | 0.27% | 46 |
|
|
2021
Q3 | $737K | Buy |
4,604
+36
| +0.8% | +$5.76K | 0.27% | 45 |
|
|
2021
Q2 | $757K | Buy |
4,568
+132
| +3% | +$21.9K | 0.29% | 47 |
|
|
2021
Q1 | $707K | Buy |
4,436
+109
| +3% | +$17.4K | 0.29% | 45 |
|
|
2020
Q4 | $570K | Sell |
4,327
-74
| -2% | -$9.75K | 0.26% | 51 |
|
|
2020
Q3 | $437K | Buy |
4,401
+25
| +0.6% | +$2.48K | 0.24% | 52 |
|
|
2020
Q2 | $426K | Buy |
4,376
+471
| +12% | +$45.9K | 0.24% | 53 |
|
|
2020
Q1 | $320K | Buy |
3,905
+16
| +0.4% | +$1.31K | 0.21% | 48 |
|
|
2019
Q4 | $500K | Sell |
3,889
-7
| -0.2% | -$900 | 0.24% | 44 |
|
|
2019
Q3 | $465K | Buy |
3,896
+18
| +0.5% | +$2.15K | 0.25% | 43 |
|
|
2019
Q2 | $467K | Buy |
3,878
+18
| +0.5% | +$2.17K | 0.26% | 42 |
|
|
2019
Q1 | $462K | Buy |
3,860
+34
| +0.9% | +$4.07K | 0.27% | 42 |
|
|
2018
Q4 | $411K | Buy |
+3,826
| New | +$411K | 0.27% | 45 |
|