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 Q3	$962K	Buy	4,589 +21	+0.5%	+$4.64K	0.2%	44
2026 Q2	$1.01M	Sell	4,568 -73	-2%	-$15.3K	0.21%	44
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%	-$8.74K	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%	+$1.8K	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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return

Guidance Point Advisors's IWN Position: Q3 2026 in Review

Guidance Point Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.46% in Q3 2026, buying an estimated $4.64K and bringing the position to 4,589 shares worth $962K. The position accounts for 0.2% of the portfolio, ranked #44.

Guidance Point Advisors first reported a position in IWN in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.01M in Q2 2026. 306 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Guidance Point Advisors held 4,589 shares of iShares Russell 2000 Value ETF worth $962K as of Q3 2026.
Guidance Point Advisors bought 21 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $4.64K.
iShares Russell 2000 Value ETF made up 0.2% of Guidance Point Advisors's portfolio in Q3 2026, its #44 holding.
Guidance Point Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 32 quarters since.
Guidance Point Advisors's iShares Russell 2000 Value ETF position peaked at $1.01M in Q2 2026.
306 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.