GHP Investment Advisors’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 | $237K | Hold |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | $186K | Sell |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q2 | $210K | Buy |
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