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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$358K	Buy
2025 Q1	$331K	Sell
2024 Q4	$387K	Buy
2024 Q3	$385K	Buy
2024 Q2	$354K	Buy
2024 Q1	$357K	Buy
2021 Q4	–	Sell
2021 Q3	$48K	Buy