Granite FO LLC’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 | $534K | Hold |
4,043
| – | – | 0.3% | 30 |
|
|
2025
Q1 | $509K | Hold |
4,043
| – | – | 0.29% | 33 |
|
|
2024
Q4 | $523K | Hold |
4,043
| – | – | 0.3% | 32 |
|
|
2024
Q3 | $535K | Hold |
4,043
| – | – | 0.3% | 33 |
|
|
2024
Q2 | $488K | Hold |
4,043
| – | – | 0.31% | 34 |
|
|
2024
Q1 | $521K | Hold |
4,043
| – | – | 0.31% | 33 |
|
|
2023
Q4 | $470K | Hold |
4,043
| – | – | 0.31% | 34 |
|
|
2023
Q3 | $422K | Hold |
4,043
| – | – | 0.3% | 35 |
|
|
2023
Q2 | $444K | Hold |
4,043
| – | – | 0.3% | 34 |
|
|
2023
Q1 | $429K | Buy |
4,043
+2,586
| +177% | +$275K | 0.26% | 46 |
|
|
2022
Q4 | $163K | Buy |
+1,457
| New | +$163K | 0.13% | 52 |
|