GHP Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
|
|||||
|
2025
Q1 | $252K | Hold |
|
|||||
|
2024
Q4 | $262K | Hold |
|
|||||
|
2024
Q3 | $261K | Sell |
|
|||||
|
2024
Q2 | $405K | Buy |
|
|||||
|
2024
Q1 | $407K | Buy |
|
|||||
|
2023
Q4 | $375K | Buy |
|
|||||
|
2023
Q3 | $192K | Buy |
|
|||||
|
2023
Q2 | $206K | Sell |
|
|||||
|
2023
Q1 | $209K | Buy |
|
|||||
|
2022
Q4 | $201K | Buy |
|
|||||
|
2022
Q3 | $184K | Hold |
|
|||||
|
2022
Q2 | $191K | Buy |
|
|||||
|
2022
Q1 | $230K | Buy |
|
|||||
|
2021
Q4 | $244K | Buy |
|
|||||
|
2021
Q3 | $228K | Hold |
|
|||||
|
2021
Q2 | $231K | Buy |
|
|||||
|
2021
Q1 | $215K | Buy |
|