Guidance Point Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Sell	3,441 -58	-2%	-$21.2K	0.29%	38
2026 Q1	$1.1M	Buy	3,499 +17	+0.5%	+$5.66K	0.26%	38
2025 Q4	$1.13M	Buy	3,482 +26	+0.8%	+$8.46K	0.26%	37
2025 Q3	$1.11M	Sell	3,456 -41	-1%	-$12.4K	0.27%	36
2025 Q2	$1M	Sell	3,497 -258	-7%	-$67.9K	0.26%	38
2025 Q1	$959K	Buy	3,755 +11	+0.3%	+$3.1K	0.27%	38
2024 Q4	$1.08M	Buy	3,744 +42	+1%	+$12.4K	0.3%	34
2024 Q3	$1.05M	Buy	3,702 +6	+0.2%	+$1.64K	0.31%	35
2024 Q2	$970K	Buy	3,696 +13	+0.4%	+$3.38K	0.3%	33
2024 Q1	$1,000K	Buy	3,683 +815	+28%	+$208K	0.33%	35
2023 Q4	$725K	Sell	2,868 -35	-1%	-$7.89K	0.27%	39
2023 Q3	$650K	Hold	2,903	–	–	0.26%	39
2023 Q2	$704K	Buy	2,903 +5	+0.2%	+$1.15K	0.27%	41
2023 Q1	$657K	Buy	2,898 +6	+0.2%	+$1.37K	0.27%	42
2022 Q4	$620K	Buy	2,892 +7	+0.2%	+$1.53K	0.26%	44
2022 Q3	$596K	Buy	2,885 +9	+0.3%	+$2.03K	0.27%	46
2022 Q2	$593K	Buy	2,876 +3	+0.1%	+$669	0.26%	50
2022 Q1	$734K	Buy	2,873 +35	+1%	+$8.96K	0.28%	49
2021 Q4	$831K	Sell	2,838 -321	-10%	-$96.7K	0.3%	40
2021 Q3	$927K	Sell	3,159 -26	-0.8%	-$7.81K	0.34%	38
2021 Q2	$992K	Buy	3,185 +1	+0%	+$301	0.39%	36
2021 Q1	$957K	Buy	3,184 +48	+2%	+$14.9K	0.4%	36
2020 Q4	$899K	Sell	3,136 -40	-1%	-$10.2K	0.41%	39
2020 Q3	$703K	Buy	3,176 +4	+0.1%	+$875	0.39%	38
2020 Q2	$656K	Buy	3,172 +188	+6%	+$35.2K	0.36%	42
2020 Q1	$471K	Buy	2,984 +24	+0.8%	+$4.76K	0.31%	43
2019 Q4	$634K	Sell	2,960 -199	-6%	-$40.4K	0.31%	39
2019 Q3	$608K	Buy	3,159 +6	+0.2%	+$1.19K	0.33%	38
2019 Q2	$633K	Buy	3,153 +4	+0.1%	+$791	0.36%	38
2019 Q1	$619K	Buy	3,149 +56	+2%	+$10.7K	0.37%	39
2018 Q4	$519K	Buy	+3,093	New	+$577K	0.34%	42

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Guidance Point Advisors's IWO Position: Q2 2026 in Review

Guidance Point Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.7% in Q2 2026, selling an estimated $21.2K and leaving 3,441 shares worth $1.36M. The position accounts for 0.29% of the portfolio, ranked #38.

Guidance Point Advisors first reported a position in IWO in Q4 2018 and has held it in 31 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Guidance Point Advisors held 3,441 shares of iShares Russell 2000 Growth ETF worth $1.36M as of Q2 2026.
Guidance Point Advisors sold 58 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $21.2K.
iShares Russell 2000 Growth ETF made up 0.29% of Guidance Point Advisors's portfolio in Q2 2026, its #38 holding.
Guidance Point Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.