GIA
GHP Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
3,229
+266
| +9% | +$24.5K | 0.01% | 342 |
|
|
2025
Q1 | $252K | Hold |
2,963
| – | – | 0.01% | 349 |
|
|
2024
Q4 | $262K | Hold |
2,963
| – | – | 0.01% | 358 |
|
|
2024
Q3 | $261K | Sell |
2,963
-2,031
| -41% | -$179K | 0.01% | 357 |
|
|
2024
Q2 | $405K | Buy |
4,994
+158
| +3% | +$12.8K | 0.02% | 310 |
|
|
2024
Q1 | $407K | Buy |
4,836
+7
| +0.1% | +$589 | 0.02% | 318 |
|
|
2023
Q4 | $375K | Buy |
4,829
+2,017
| +72% | +$157K | 0.02% | 329 |
|
|
2023
Q3 | $192K | Buy |
2,812
+14
| +0.5% | +$957 | 0.01% | 371 |
|
|
2023
Q2 | $206K | Sell |
2,798
-193
| -6% | -$14.2K | 0.01% | 370 |
|
|
2023
Q1 | $209K | Buy |
2,991
+11
| +0.4% | +$769 | 0.01% | 366 |
|
|
2022
Q4 | $201K | Buy |
2,980
+27
| +0.9% | +$1.82K | 0.01% | 368 |
|
|
2022
Q3 | $184K | Hold |
2,953
| – | – | 0.01% | 363 |
|
|
2022
Q2 | $191K | Buy |
2,953
+9
| +0.3% | +$582 | 0.01% | 354 |
|
|
2022
Q1 | $230K | Buy |
2,944
+7
| +0.2% | +$547 | 0.02% | 343 |
|
|
2021
Q4 | $244K | Buy |
2,937
+19
| +0.7% | +$1.58K | 0.02% | 301 |
|
|
2021
Q3 | $228K | Hold |
2,918
| – | – | 0.02% | 289 |
|
|
2021
Q2 | $231K | Buy |
2,918
+12
| +0.4% | +$950 | 0.02% | 283 |
|
|
2021
Q1 | $215K | Buy |
+2,906
| New | +$215K | 0.02% | 284 |
|