Galvin Gaustad & Stein’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $210K | Buy |
1,591
+2
| +0.1% | +$264 | 0.02% | 184 |
|
2025
Q1 | $200K | Buy |
+1,589
| New | +$200K | 0.02% | 180 |
|
2023
Q1 | – | Sell |
-2,045
| Closed | -$215K | – | 171 |
|
2022
Q4 | $215K | Sell |
2,045
-570
| -22% | -$60K | 0.02% | 154 |
|
2022
Q3 | $251K | Sell |
2,615
-97
| -4% | -$9.31K | 0.03% | 141 |
|
2022
Q2 | $275K | Buy |
+2,712
| New | +$275K | 0.03% | 141 |
|