GeoWealth 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
Q2 | $102K | Buy |
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|
2025
Q1 | $96.4K | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $189K | Sell |
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|
2021
Q3 | $186K | Sell |
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|
2021
Q2 | $822K | Buy |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $2.53M | Buy |
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|
2020
Q3 | $75K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $252K | Buy |
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