PFWA
Paces Ferry Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
8,884
+11
| +0.1% | +$1.01K | 0.38% | 46 |
|
|
2025
Q1 | $755K | Sell |
8,873
-74
| -0.8% | -$6.3K | 0.38% | 46 |
|
|
2024
Q4 | $791K | Sell |
8,947
-1,199
| -12% | -$106K | 0.38% | 47 |
|
|
2024
Q3 | $894K | Sell |
10,146
-8
| -0.1% | -$705 | 0.51% | 42 |
|
|
2024
Q2 | $823K | Sell |
10,154
-16
| -0.2% | -$1.3K | 0.5% | 43 |
|
|
2024
Q1 | $855K | Sell |
10,170
-2,307
| -18% | -$194K | 0.55% | 40 |
|
|
2023
Q4 | $970K | Sell |
12,477
-156
| -1% | -$12.1K | 0.67% | 37 |
|
|
2023
Q3 | $875K | Sell |
12,633
-1,436
| -10% | -$99.4K | 0.69% | 37 |
|
|
2023
Q2 | $1.03M | Buy |
14,069
+262
| +2% | +$19.1K | 0.77% | 35 |
|
|
2023
Q1 | $965K | Sell |
13,807
-591
| -4% | -$41.3K | 0.78% | 35 |
|
|
2022
Q4 | $971K | Buy |
14,398
+30
| +0.2% | +$2.02K | 0.95% | 28 |
|
|
2022
Q3 | $893K | Hold |
14,368
| – | – | 0.98% | 27 |
|
|
2022
Q2 | $929K | Buy |
14,368
+30
| +0.2% | +$1.94K | 0.91% | 29 |
|
|
2022
Q1 | $1.12M | Sell |
14,338
-305
| -2% | -$23.8K | 0.89% | 30 |
|
|
2021
Q4 | $1.22M | Sell |
14,643
-1,276
| -8% | -$106K | 0.87% | 30 |
|
|
2021
Q3 | $1.25M | Sell |
15,919
-557
| -3% | -$43.6K | 0.99% | 28 |
|
|
2021
Q2 | $1.31M | Sell |
16,476
-766
| -4% | -$60.7K | 1% | 29 |
|
|
2021
Q1 | $1.28M | Sell |
17,242
-1,233
| -7% | -$91.2K | 1.11% | 26 |
|
|
2020
Q4 | $1.27M | Sell |
18,475
-514
| -3% | -$35.2K | 1.16% | 24 |
|
|
2020
Q3 | $1.09M | Buy |
+18,989
| New | +$1.09M | 0.95% | 26 |
|