GIA
GHP Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
1,797
| – | – | 0.01% | 362 |
|
|
2025
Q1 | $226K | Sell |
1,797
-89
| -5% | -$11.2K | 0.01% | 362 |
|
|
2024
Q4 | $244K | Buy |
1,886
+89
| +5% | +$11.5K | 0.01% | 362 |
|
|
2024
Q3 | $238K | Hold |
1,797
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $217K | Sell |
1,797
-22
| -1% | -$2.66K | 0.01% | 361 |
|
|
2024
Q1 | $228K | Buy |
1,819
+4
| +0.2% | +$501 | 0.01% | 367 |
|
|
2023
Q4 | $211K | Buy |
1,815
+7
| +0.4% | +$814 | 0.01% | 372 |
|
|
2023
Q3 | $186K | Sell |
1,808
-336
| -16% | -$34.6K | 0.01% | 374 |
|
|
2023
Q2 | $240K | Buy |
2,144
+204
| +11% | +$22.8K | 0.01% | 356 |
|
|
2023
Q1 | $206K | Buy |
1,940
+36
| +2% | +$3.82K | 0.01% | 368 |
|
|
2022
Q4 | $201K | Buy |
1,904
+13
| +0.7% | +$1.37K | 0.01% | 370 |
|
|
2022
Q3 | $182K | Hold |
1,891
| – | – | 0.01% | 365 |
|
|
2022
Q2 | $192K | Buy |
1,891
+5
| +0.3% | +$508 | 0.01% | 352 |
|
|
2022
Q1 | $226K | Buy |
1,886
+5
| +0.3% | +$599 | 0.01% | 345 |
|
|
2021
Q4 | $230K | Buy |
1,881
+12
| +0.6% | +$1.47K | 0.02% | 304 |
|
|
2021
Q3 | $212K | Buy |
1,869
+40
| +2% | +$4.54K | 0.02% | 293 |
|
|
2021
Q2 | $210K | Buy |
+1,829
| New | +$210K | 0.02% | 289 |
|