Financial Gravity Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $33.5K | Buy |
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|
2024
Q2 | $32.1K | Sell |
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|
2024
Q1 | $184K | Buy |
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|
2023
Q4 | $93.9K | Buy |
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|
2023
Q3 | $305 | Sell |
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|
2023
Q2 | $48.4K | Buy |
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|
2023
Q1 | $344 | Buy |
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|
2022
Q4 | $43.7K | Buy |
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|
2022
Q3 | $312 | Sell |
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|
2022
Q2 | $329 | Sell |
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|
2022
Q1 | $390 | Sell |
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|
2021
Q4 | $473 | Buy |
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|
2021
Q3 | $113K | Hold |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $1.18K | Buy |
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|
2020
Q4 | $0 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $11.7K | Sell |
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|
2019
Q4 | $95K | Sell |
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|
2019
Q3 | $37K | Buy |
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|
2019
Q2 | $37K | Buy |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | $11K | Buy |
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|
2018
Q1 | $9K | Buy |
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