Graypoint LLC’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 | $910K | Hold |
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|
2025
Q1 | $867K | Hold |
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|
2024
Q4 | $890K | Hold |
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|
2024
Q3 | $910K | Hold |
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|
2024
Q2 | $831K | Hold |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $806K | Buy |
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|
2023
Q3 | $718K | Sell |
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|
2023
Q2 | $798K | Hold |
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|
2023
Q1 | $772K | Hold |
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|
2022
Q4 | $765K | Hold |
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|
2022
Q3 | $698K | Hold |
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|
2022
Q2 | $738K | Hold |
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|
2022
Q1 | $869K | Hold |
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|
2021
Q4 | $889K | Hold |
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|
2021
Q3 | $823K | Hold |
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|
2021
Q2 | $835K | Hold |
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|
2021
Q1 | $794K | Hold |
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|
2020
Q4 | $704K | Hold |
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|
2020
Q3 | $587K | Buy |
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