GSIS
Global Strategic Investment Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,310
| Closed | -$204K | – | 153 |
|
2024
Q4 | $204K | Hold |
2,310
| – | – | 0.02% | 152 |
|
2024
Q3 | $204K | Buy |
+2,310
| New | +$204K | 0.02% | 144 |
|
2024
Q2 | – | Sell |
-3,728
| Closed | -$313K | – | 148 |
|
2024
Q1 | $313K | Buy |
3,728
+10
| +0.3% | +$841 | 0.04% | 124 |
|
2023
Q4 | $289K | Sell |
3,718
-508
| -12% | -$39.5K | 0.04% | 125 |
|
2023
Q3 | $293K | Hold |
4,226
| – | – | 0.04% | 121 |
|
2023
Q2 | $309K | Hold |
4,226
| – | – | 0.04% | 115 |
|
2023
Q1 | $295K | Hold |
4,226
| – | – | 0.04% | 106 |
|
2022
Q4 | $285K | Hold |
4,226
| – | – | 0.02% | 107 |
|
2022
Q3 | $263K | Buy |
+4,226
| New | +$263K | 0.01% | 112 |
|