GPA
Guidance Point Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
3,558
+13
| +0.4% | +$1.72K | 0.12% | 58 |
|
|
2025
Q1 | $447K | Buy |
3,545
+13
| +0.4% | +$1.64K | 0.13% | 53 |
|
|
2024
Q4 | $457K | Buy |
3,532
+15
| +0.4% | +$1.94K | 0.13% | 53 |
|
|
2024
Q3 | $465K | Buy |
3,517
+16
| +0.5% | +$2.12K | 0.14% | 53 |
|
|
2024
Q2 | $423K | Buy |
3,501
+12
| +0.3% | +$1.45K | 0.13% | 52 |
|
|
2024
Q1 | $437K | Buy |
3,489
+11
| +0.3% | +$1.38K | 0.14% | 53 |
|
|
2023
Q4 | $405K | Sell |
3,478
-1,575
| -31% | -$183K | 0.15% | 47 |
|
|
2023
Q3 | $527K | Sell |
5,053
-226
| -4% | -$23.6K | 0.21% | 44 |
|
|
2023
Q2 | $580K | Buy |
5,279
+18
| +0.3% | +$1.98K | 0.22% | 48 |
|
|
2023
Q1 | $559K | Buy |
5,261
+26
| +0.5% | +$2.76K | 0.23% | 47 |
|
|
2022
Q4 | $551K | Buy |
5,235
+29
| +0.6% | +$3.06K | 0.23% | 47 |
|
|
2022
Q3 | $500K | Buy |
5,206
+32
| +0.6% | +$3.07K | 0.23% | 53 |
|
|
2022
Q2 | $525K | Buy |
5,174
+19
| +0.4% | +$1.93K | 0.23% | 56 |
|
|
2022
Q1 | $616K | Buy |
5,155
+20
| +0.4% | +$2.39K | 0.23% | 55 |
|
|
2021
Q4 | $628K | Buy |
5,135
+22
| +0.4% | +$2.69K | 0.23% | 51 |
|
|
2021
Q3 | $579K | Buy |
5,113
+22
| +0.4% | +$2.49K | 0.21% | 51 |
|
|
2021
Q2 | $585K | Buy |
5,091
+13
| +0.3% | +$1.49K | 0.23% | 53 |
|
|
2021
Q1 | $555K | Buy |
5,078
+18
| +0.4% | +$1.97K | 0.23% | 55 |
|
|
2020
Q4 | $490K | Buy |
5,060
+15
| +0.3% | +$1.45K | 0.23% | 56 |
|
|
2020
Q3 | $407K | Buy |
5,045
+18
| +0.4% | +$1.45K | 0.22% | 53 |
|
|
2020
Q2 | $384K | Buy |
+5,027
| New | +$384K | 0.21% | 55 |
|