GAA
Guardian Asset Advisors’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 | $524K | Buy |
3,961
+1
| +0% | +$132 | 0.3% | 63 |
|
|
2025
Q1 | $499K | Buy |
3,960
+35
| +0.9% | +$4.41K | 0.33% | 59 |
|
|
2024
Q4 | $508K | Buy |
3,925
+12
| +0.3% | +$1.55K | 0.33% | 55 |
|
|
2024
Q3 | $517K | Buy |
3,913
+17
| +0.4% | +$2.25K | 0.35% | 53 |
|
|
2024
Q2 | $471K | Buy |
3,896
+92
| +2% | +$11.1K | 0.35% | 50 |
|
|
2024
Q1 | $477K | Buy |
3,804
+81
| +2% | +$10.2K | 0.4% | 55 |
|
|
2023
Q4 | $433K | Buy |
+3,723
| New | +$433K | 0.41% | 53 |
|