GWMIA
Global Wealth Management Investment Advisory’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 | $1.15M | Buy |
8,693
+1,617
| +23% | +$214K | 0.22% | 93 |
|
|
2025
Q1 | $891K | Sell |
7,076
-127
| -2% | -$16K | 0.18% | 101 |
|
|
2024
Q4 | $932K | Sell |
7,203
-100
| -1% | -$12.9K | 0.19% | 97 |
|
|
2024
Q3 | $966K | Sell |
7,303
-221
| -3% | -$29.2K | 0.21% | 94 |
|
|
2024
Q2 | $909K | Sell |
7,524
-942
| -11% | -$114K | 0.21% | 91 |
|
|
2024
Q1 | $1.06M | Sell |
8,466
-1,362
| -14% | -$171K | 0.26% | 87 |
|
|
2023
Q4 | $1.14M | Sell |
9,828
-1,528
| -13% | -$178K | 0.29% | 88 |
|
|
2023
Q3 | $1.18M | Sell |
11,356
-663
| -6% | -$69.2K | 0.33% | 81 |
|
|
2023
Q2 | $1.32M | Sell |
12,019
-690
| -5% | -$75.8K | 0.36% | 76 |
|
|
2023
Q1 | $1.35M | Sell |
12,709
-1,431
| -10% | -$152K | 0.41% | 68 |
|
|
2022
Q4 | $1.49M | Sell |
14,140
-4,774
| -25% | -$503K | 0.48% | 63 |
|
|
2022
Q3 | $1.82M | Sell |
18,914
-1,280
| -6% | -$123K | 0.65% | 59 |
|
|
2022
Q2 | $2.05M | Sell |
20,194
-10,818
| -35% | -$1.1M | 0.69% | 51 |
|
|
2022
Q1 | $3.71M | Sell |
31,012
-3,048
| -9% | -$365K | 1.11% | 27 |
|
|
2021
Q4 | $4.17M | Sell |
34,060
-2,461
| -7% | -$301K | 1.25% | 22 |
|
|
2021
Q3 | $4.14M | Sell |
36,521
-2,233
| -6% | -$253K | 1.31% | 21 |
|
|
2021
Q2 | $4.46M | Sell |
38,754
-1,153
| -3% | -$133K | 1.48% | 19 |
|
|
2021
Q1 | $4.36M | Sell |
39,907
-2,647
| -6% | -$289K | 1.57% | 15 |
|
|
2020
Q4 | $4.13M | Sell |
42,554
-775
| -2% | -$75.1K | 1.6% | 14 |
|
|
2020
Q3 | $3.5M | Sell |
43,329
-90
| -0.2% | -$7.28K | 1.52% | 17 |
|
|
2020
Q2 | $3.32M | Buy |
43,419
+1,557
| +4% | +$119K | 1.42% | 18 |
|
|
2020
Q1 | $2.68M | Sell |
41,862
-266
| -0.6% | -$17K | 1.35% | 20 |
|
|
2019
Q4 | $3.99M | Buy |
42,128
+9,244
| +28% | +$876K | 1.69% | 18 |
|
|
2019
Q3 | $2.95M | Buy |
32,884
+1,311
| +4% | +$118K | 1.35% | 21 |
|
|
2019
Q2 | $2.81M | Sell |
31,573
-93
| -0.3% | -$8.29K | 1.36% | 21 |
|
|
2019
Q1 | $2.75M | Buy |
31,666
+6,866
| +28% | +$596K | 1.43% | 18 |
|
|
2018
Q4 | $1.89M | Buy |
+24,800
| New | +$1.89M | 1.1% | 29 |
|