Global Wealth Management Investment Advisory’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 | $1.15M | Buy |
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|
2025
Q1 | $891K | Sell |
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|
2024
Q4 | $932K | Sell |
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|
2024
Q3 | $966K | Sell |
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|
2024
Q2 | $909K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $3.71M | Sell |
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|
2021
Q4 | $4.17M | Sell |
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|
2021
Q3 | $4.14M | Sell |
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|
2021
Q2 | $4.46M | Sell |
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|
2021
Q1 | $4.36M | Sell |
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|
2020
Q4 | $4.13M | Sell |
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|
2020
Q3 | $3.5M | Sell |
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|
2020
Q2 | $3.32M | Buy |
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|
2020
Q1 | $2.68M | Sell |
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|
2019
Q4 | $3.99M | Buy |
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|
2019
Q3 | $2.95M | Buy |
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|
2019
Q2 | $2.81M | Sell |
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|
2019
Q1 | $2.75M | Buy |
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|
2018
Q4 | $1.89M | Buy |
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