iShares Russell 2000 Index shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 1.2k | 242.30 |
| 2025-06-30 | $320k | 1.5k | 215.96 |
| 2025-03-31 | $299k | 1.5k | 199.53 |
| 2024-12-31 | $425k | 1.9k | 220.97 |
| 2024-09-30 | $423k | 1.9k | 220.78 |
| 2024-06-30 | $387k | 1.9k | 202.95 |
| 2024-03-31 | $401k | 1.9k | 210.64 |
| 2023-12-31 | $382k | 1.9k | 201.10 |
| 2023-09-30 | $346k | 2.0k | 176.85 |
| 2023-06-30 | $366k | 2.0k | 187.39 |
| 2023-03-31 | $358k | 2.0k | 178.36 |
| 2022-12-31 | $350k | 2.0k | 174.23 |
| 2022-09-30 | $330k | 2.0k | 164.92 |
| 2022-06-30 | $338k | 2.0k | 169.17 |
| 2022-03-31 | $415k | 2.0k | 205.24 |
| 2021-12-31 | $452k | 2.0k | 222.55 |
| 2021-09-30 | $446k | 2.0k | 218.52 |
| 2021-06-30 | $470k | 2.1k | 229.16 |
| 2021-03-31 | $424k | 1.9k | 220.72 |
| 2020-12-31 | $277k | 1.4k | 195.48 |
| 2020-09-30 | $212k | 1.4k | 149.72 |
| 2020-06-30 | $206k | 1.4k | 142.56 |
| 2019-12-31 | $244k | 1.5k | 166.10 |
| 2019-09-30 | $224k | 1.5k | 151.35 |
| 2019-06-30 | $230k | 1.5k | 155.51 |
| 2019-03-31 | $226k | 1.5k | 152.81 |