Guidance Point Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $691K | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $688K | Buy |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $620K | Hold |
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|
2023
Q2 | $644K | Buy |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $719K | Buy |
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|
2021
Q4 | $737K | Sell |
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|
2021
Q3 | $737K | Buy |
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|
2021
Q2 | $757K | Buy |
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|
2021
Q1 | $707K | Buy |
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|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $437K | Buy |
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|
2020
Q2 | $426K | Buy |
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|
2020
Q1 | $320K | Buy |
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|
2019
Q4 | $500K | Sell |
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|
2019
Q3 | $465K | Buy |
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|
2019
Q2 | $467K | Buy |
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|
2019
Q1 | $462K | Buy |
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|
2018
Q4 | $411K | Buy |
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