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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$583K	Buy	3,624 +13	+0.4%	+$2.18K	0.12%	60
2026 Q2	$594K	Buy	3,611 +11	+0.3%	+$1.74K	0.13%	60
2026 Q1	$525K	Buy	3,600 +11	+0.3%	+$1.63K	0.12%	58
2025 Q4	$506K	Buy	3,589 +17	+0.5%	+$2.38K	0.12%	59
2025 Q3	$499K	Buy	3,572 +14	+0.4%	+$1.91K	0.12%	57
2025 Q2	$470K	Buy	3,558 +13	+0.4%	+$1.63K	0.12%	58
2025 Q1	$447K	Buy	3,545 +13	+0.4%	+$1.69K	0.13%	53
2024 Q4	$457K	Buy	3,532 +15	+0.4%	+$2.01K	0.13%	53
2024 Q3	$465K	Buy	3,517 +16	+0.5%	+$2.02K	0.14%	53
2024 Q2	$423K	Buy	3,501 +12	+0.3%	+$1.46K	0.13%	52
2024 Q1	$437K	Buy	3,489 +11	+0.3%	+$1.3K	0.14%	53
2023 Q4	$405K	Sell	3,478 -1,575	-31%	-$168K	0.15%	47
2023 Q3	$527K	Sell	5,053 -226	-4%	-$24.9K	0.21%	44
2023 Q2	$580K	Buy	5,279 +18	+0.3%	+$1.9K	0.22%	48
2023 Q1	$559K	Buy	5,261 +26	+0.5%	+$2.84K	0.23%	47
2022 Q4	$551K	Buy	5,235 +29	+0.6%	+$3.04K	0.23%	47
2022 Q3	$500K	Buy	5,206 +32	+0.6%	+$3.42K	0.23%	53
2022 Q2	$525K	Buy	5,174 +19	+0.4%	+$2.12K	0.23%	56
2022 Q1	$616K	Buy	5,155 +20	+0.4%	+$2.36K	0.23%	55
2021 Q4	$628K	Buy	5,135 +22	+0.4%	+$2.63K	0.23%	51
2021 Q3	$579K	Buy	5,113 +22	+0.4%	+$2.55K	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%	+$1.88K	0.23%	55
2020 Q4	$490K	Buy	5,060 +15	+0.3%	+$1.35K	0.23%	56
2020 Q3	$407K	Buy	5,045 +18	+0.4%	+$1.46K	0.22%	53
2020 Q2	$384K	Buy	+5,027	New	+$366K	0.21%	55

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Guidance Point Advisors's IWS Position: Q3 2026 in Review

Guidance Point Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.36% in Q3 2026, buying an estimated $2.18K and bringing the position to 3,624 shares worth $583K. The position accounts for 0.12% of the portfolio, ranked #60.

Guidance Point Advisors first reported a position in IWS in Q2 2020 and has held it in 26 quarters since. The position peaked at $628K in Q4 2021. 409 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Guidance Point Advisors held 3,624 shares of iShares Russell Mid-Cap Value ETF worth $583K as of Q3 2026.
Guidance Point Advisors bought 13 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $2.18K.
iShares Russell Mid-Cap Value ETF made up 0.12% of Guidance Point Advisors's portfolio in Q3 2026, its #60 holding.
Guidance Point Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 26 quarters since.
Guidance Point Advisors's iShares Russell Mid-Cap Value ETF position peaked at $628K in Q4 2021.
409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.