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

Guidance Point Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$881K	Buy	4,641 +9	+0.2%	+$1.74K	0.21%	45
2025 Q4	$840K	Buy	4,632 +62	+1%	+$11.1K	0.19%	44
2025 Q3	$809K	Sell	4,570 -29	-0.6%	-$4.9K	0.2%	46
2025 Q2	$725K	Buy	4,599 +21	+0.5%	+$3.13K	0.19%	47
2025 Q1	$691K	Buy	4,578 +13	+0.3%	+$2.1K	0.2%	46
2024 Q4	$749K	Buy	4,565 +23	+0.5%	+$3.92K	0.21%	44
2024 Q3	$758K	Buy	4,542 +20	+0.4%	+$3.25K	0.22%	44
2024 Q2	$688K	Buy	4,522 +3	+0.1%	+$459	0.21%	44
2024 Q1	$719K	Buy	4,519 +18	+0.4%	+$2.73K	0.23%	43
2023 Q4	$701K	Sell	4,501 -73	-2%	-$10.1K	0.26%	41
2023 Q3	$620K	Hold	4,574	–	–	0.25%	41
2023 Q2	$644K	Buy	4,574 +19	+0.4%	+$2.57K	0.25%	46
2023 Q1	$624K	Buy	4,555 +22	+0.5%	+$3.19K	0.25%	44
2022 Q4	$628K	Buy	4,533 +31	+0.7%	+$4.38K	0.27%	43
2022 Q3	$580K	Buy	4,502 +29	+0.6%	+$4.19K	0.26%	49
2022 Q2	$609K	Buy	4,473 +18	+0.4%	+$2.68K	0.26%	49
2022 Q1	$719K	Buy	4,455 +13	+0.3%	+$2.07K	0.27%	51
2021 Q4	$737K	Sell	4,442 -162	-4%	-$27K	0.27%	46
2021 Q3	$737K	Buy	4,604 +36	+0.8%	+$5.78K	0.27%	45
2021 Q2	$757K	Buy	4,568 +132	+3%	+$21.8K	0.29%	47
2021 Q1	$707K	Buy	4,436 +109	+3%	+$16.5K	0.29%	45
2020 Q4	$570K	Sell	4,327 -74	-2%	-$8.73K	0.26%	51
2020 Q3	$437K	Buy	4,401 +25	+0.6%	+$2.54K	0.24%	52
2020 Q2	$426K	Buy	4,376 +471	+12%	+$42.8K	0.24%	53
2020 Q1	$320K	Buy	3,905 +16	+0.4%	+$1.79K	0.21%	48
2019 Q4	$500K	Sell	3,889 -7	-0.2%	-$866	0.24%	44
2019 Q3	$465K	Buy	3,896 +18	+0.5%	+$2.13K	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%	+$4.06K	0.27%	42
2018 Q4	$411K	Buy	+3,826	New	+$460K	0.27%	45

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.19% in Q1 2026, buying an estimated $1.74K and bringing the position to 4,641 shares worth $881K. The position accounts for 0.21% of the portfolio, ranked #45.

Guidance Point Advisors first reported a position in IWN in Q4 2018 and has held it in 30 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Guidance Point Advisors held 4,641 shares of iShares Russell 2000 Value ETF worth $881K as of Q1 2026.
Guidance Point Advisors bought 9 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.74K.
iShares Russell 2000 Value ETF made up 0.21% of Guidance Point Advisors's portfolio in Q1 2026, its #45 holding.
Guidance Point Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 30 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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