Global Retirement Partners’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
Q3 | $2.67M | Buy |
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|
2025
Q2 | $2.52M | Buy |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $2.78M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $2.51M | Buy |
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.7M | Buy |
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|
2019
Q4 | $267K | Sell |
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|
2019
Q3 | $272K | Buy |
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|
2019
Q2 | $266K | Buy |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $197K | Sell |
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|
2018
Q3 | $362K | Buy |
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|
2018
Q2 | $240K | Buy |
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|
2018
Q1 | $224K | Sell |
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|
2017
Q4 | $244K | Buy |
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|
2017
Q3 | $222K | Buy |
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|
2017
Q2 | $116K | Buy |
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|
2017
Q1 | $90K | Buy |
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|
2016
Q4 | $86K | Buy |
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