GIA
Goodwin Investment Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,323
| Closed | -$453K | – | 32 |
|
|
2025
Q1 | $453K | Sell |
5,323
-44,033
| -89% | -$3.75M | 0.7% | 16 |
|
|
2024
Q4 | $4.24M | Sell |
49,356
-183,558
| -79% | -$15.8M | 2.22% | 9 |
|
|
2024
Q3 | $20.5M | Buy |
232,914
+8,030
| +4% | +$708K | 8.89% | 4 |
|
|
2024
Q2 | $18.2M | Buy |
224,884
+6,672
| +3% | +$541K | 8.37% | 4 |
|
|
2024
Q1 | $18.3M | Buy |
218,212
+13,547
| +7% | +$1.14M | 8.65% | 4 |
|
|
2023
Q4 | $15.9M | Sell |
204,665
-18,901
| -8% | -$1.47M | 8.27% | 4 |
|
|
2023
Q3 | $15.5M | Buy |
223,566
+4,579
| +2% | +$317K | 9.16% | 4 |
|
|
2023
Q2 | $16M | Buy |
218,987
+86,453
| +65% | +$6.31M | 9.34% | 4 |
|
|
2023
Q1 | $9.27M | Buy |
132,534
+4,606
| +4% | +$322K | 6.04% | 4 |
|
|
2022
Q4 | $8.63M | Buy |
127,928
+127,675
| +50,464% | +$8.61M | 6.12% | 4 |
|
|
2022
Q3 | $16K | Sell |
253
-97
| -28% | -$6.13K | 0.01% | 135 |
|
|
2022
Q2 | $22.6K | Buy |
+350
| New | +$22.6K | 0.02% | 96 |
|