GPA
Guidance Point Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
3,889
+2
| +0.1% | +$184 | 0.09% | 64 |
|
|
2025
Q1 | $331K | Sell |
3,887
-486
| -11% | -$41.3K | 0.09% | 62 |
|
|
2024
Q4 | $387K | Buy |
4,373
+4
| +0.1% | +$354 | 0.11% | 60 |
|
|
2024
Q3 | $385K | Buy |
4,369
+4
| +0.1% | +$353 | 0.11% | 57 |
|
|
2024
Q2 | $354K | Buy |
4,365
+123
| +3% | +$9.97K | 0.11% | 57 |
|
|
2024
Q1 | $357K | Buy |
+4,242
| New | +$357K | 0.12% | 61 |
|
|
2021
Q4 | – | Sell |
-625
| Closed | -$48K | – | 239 |
|
|
2021
Q3 | $48K | Buy |
+625
| New | +$48K | 0.02% | 153 |
|