Great Valley Advisor Group’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 | $2.94M | Sell |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $4.49M | Buy |
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|
2024
Q2 | $3.92M | Sell |
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|
2024
Q1 | $4.2M | Sell |
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|
2023
Q4 | $4M | Buy |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.63M | Buy |
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|
2023
Q1 | $3.49M | Sell |
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|
2022
Q4 | $4.57M | Buy |
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|
2022
Q3 | $3.58M | Sell |
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|
2022
Q2 | $3.89M | Buy |
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|
2022
Q1 | $4.18M | Buy |
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|
2021
Q4 | $3.91M | Sell |
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|
2021
Q3 | $3.83M | Buy |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $674K | Sell |
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|
2020
Q3 | $673K | Sell |
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|
2020
Q2 | $673K | Buy |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $458K | Buy |
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|
2019
Q3 | $433K | Sell |
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|
2019
Q2 | $504K | Sell |
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|
2019
Q1 | $540K | Buy |
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|
2018
Q4 | $472K | Buy |
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