GoalVest Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9K | Buy |
+658
| New | +$86.9K | 0.02% | 180 |
|
|
2025
Q1 | – | Sell |
-84
| Closed | -$10.9K | – | 520 |
|
|
2024
Q4 | $10.9K | Hold |
84
| – | – | ﹤0.01% | 279 |
|
|
2024
Q3 | $11.1K | Hold |
84
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $10.1K | Hold |
84
| – | – | ﹤0.01% | 274 |
|
|
2024
Q1 | $10.5K | Buy |
+84
| New | +$10.5K | ﹤0.01% | 312 |
|
|
2022
Q4 | – | Sell |
-55
| Closed | -$5K | – | 258 |
|
|
2022
Q3 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 210 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 432 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 244 |
|