Guidance Point Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$430K Buy
3,894
+1
+0% +$105 0.09% 69
2026
Q1
$379K Buy
3,893
+1
+0% +$100 0.09% 69
2025
Q4
$375K Buy
3,892
+2
+0.1% +$192 0.09% 67
2025
Q3
$376K Buy
3,890
+1
+0% +$95 0.09% 64
2025
Q2
$358K Buy
3,889
+2
+0.1% +$173 0.09% 64
2025
Q1
$331K Sell
3,887
-486
-11% -$43.3K 0.09% 62
2024
Q4
$387K Buy
4,373
+4
+0.1% +$363 0.11% 60
2024
Q3
$385K Buy
4,369
+4
+0.1% +$337 0.11% 57
2024
Q2
$354K Buy
4,365
+123
+3% +$10K 0.11% 57
2024
Q1
$357K Buy
+4,242
New +$336K 0.12% 61
2021
Q4
Sell
-625
Closed -$48K 239
2021
Q3
$48K Buy
+625
New +$50.1K 0.02% 153

Other funds holding IWR

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

Guidance Point Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.03% in Q2 2026, buying an estimated $105 and bringing the position to 3,894 shares worth $430K. The position accounts for 0.09% of the portfolio, ranked #69.

Guidance Point Advisors first reported a position in IWR in Q3 2021 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Guidance Point Advisors held 3,894 shares of iShares Russell Mid-Cap ETF worth $430K as of Q2 2026.
  • Guidance Point Advisors bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
  • iShares Russell Mid-Cap ETF made up 0.09% of Guidance Point Advisors's portfolio in Q2 2026, its #69 holding.
  • Guidance Point Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 11 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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