GPS Wealth Strategies Group’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 | $40.1K | Hold |
303
| – | – | ﹤0.01% | 687 |
|
2025
Q1 | $38.2K | Hold |
303
| – | – | 0.01% | 678 |
|
2024
Q4 | $39.2K | Sell |
303
-7
| -2% | -$905 | 0.01% | 635 |
|
2024
Q3 | $40.9K | Buy |
310
+8
| +3% | +$1.06K | 0.01% | 630 |
|
2024
Q2 | $36.5K | Buy |
302
+7
| +2% | +$846 | 0.01% | 616 |
|
2024
Q1 | $37K | Buy |
295
+263
| +822% | +$33K | 0.01% | 577 |
|
2023
Q4 | $3.72K | Sell |
32
-3
| -9% | -$349 | ﹤0.01% | 1037 |
|
2023
Q3 | $3.66K | Hold |
35
| – | – | ﹤0.01% | 1029 |
|
2023
Q2 | $3.86K | Hold |
35
| – | – | ﹤0.01% | 1028 |
|
2023
Q1 | $3.73K | Buy |
+35
| New | +$3.73K | ﹤0.01% | 1024 |
|
2022
Q4 | – | Sell |
-88
| Closed | -$8K | – | 618 |
|
2022
Q3 | $8K | Buy |
88
+53
| +151% | +$4.82K | ﹤0.01% | 810 |
|
2022
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 927 |
|
2022
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 893 |
|
2021
Q4 | $4K | Buy |
35
+3
| +9% | +$343 | ﹤0.01% | 898 |
|
2021
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 871 |
|
2021
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 890 |
|
2021
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 823 |
|