PFGIA
Patriot Financial Group Insurance Agency’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 | $412K | Buy |
4,480
+234
| +6% | +$21.5K | 0.05% | 346 |
|
|
2025
Q1 | $361K | Sell |
4,246
-323
| -7% | -$27.5K | 0.05% | 349 |
|
|
2024
Q4 | $404K | Sell |
4,569
-26
| -0.6% | -$2.3K | 0.05% | 317 |
|
|
2024
Q3 | $405K | Buy |
4,595
+362
| +9% | +$31.9K | 0.05% | 322 |
|
|
2024
Q2 | $343K | Sell |
4,233
-7
| -0.2% | -$568 | 0.05% | 339 |
|
|
2024
Q1 | $357K | Buy |
4,240
+111
| +3% | +$9.33K | 0.06% | 323 |
|
|
2023
Q4 | $321K | Sell |
4,129
-13,613
| -77% | -$1.06M | 0.06% | 320 |
|
|
2023
Q3 | $1.23M | Buy |
17,742
+587
| +3% | +$40.6K | 0.25% | 97 |
|
|
2023
Q2 | $1.25M | Buy |
17,155
+36
| +0.2% | +$2.63K | 0.24% | 103 |
|
|
2023
Q1 | $1.2M | Sell |
17,119
-298
| -2% | -$20.8K | 0.24% | 99 |
|
|
2022
Q4 | $1.17M | Buy |
17,417
+135
| +0.8% | +$9.11K | 0.16% | 84 |
|
|
2022
Q3 | $1.07M | Sell |
17,282
-1,538
| -8% | -$95.6K | 0.26% | 87 |
|
|
2022
Q2 | $1.22M | Buy |
18,820
+84
| +0.4% | +$5.43K | 0.25% | 83 |
|
|
2022
Q1 | $1.46M | Sell |
18,736
-146
| -0.8% | -$11.4K | 0.26% | 85 |
|
|
2021
Q4 | $1.57M | Buy |
18,882
+597
| +3% | +$49.6K | 0.26% | 82 |
|
|
2021
Q3 | $1.43M | Buy |
18,285
+1
| +0% | +$78 | 0.25% | 90 |
|
|
2021
Q2 | $1.45M | Buy |
18,284
+61
| +0.3% | +$4.83K | 0.26% | 84 |
|
|
2021
Q1 | $1.35M | Sell |
18,223
-400
| -2% | -$29.6K | 0.31% | 63 |
|
|
2020
Q4 | $1.28M | Buy |
18,623
+46
| +0.2% | +$3.15K | 0.32% | 60 |
|
|
2020
Q3 | $1.07M | Buy |
18,577
+61
| +0.3% | +$3.5K | 0.35% | 56 |
|
|
2020
Q2 | $992K | Sell |
18,516
-2,046
| -10% | -$110K | 0.38% | 53 |
|
|
2020
Q1 | $888K | Sell |
20,562
-3,614
| -15% | -$156K | 0.41% | 50 |
|
|
2019
Q4 | $1.14M | Buy |
24,176
+663
| +3% | +$31.3K | 0.43% | 42 |
|
|
2019
Q3 | $1.32M | Hold |
23,513
| – | – | 0.59% | 29 |
|
|
2019
Q2 | $1.32M | Buy |
23,513
+5,664
| +32% | +$319K | 0.57% | 31 |
|
|
2019
Q1 | $963K | Buy |
17,849
+3,237
| +22% | +$175K | 0.49% | 36 |
|
|
2018
Q4 | $679K | Buy |
14,612
+10,959
| +300% | +$509K | 0.45% | 39 |
|
|
2018
Q3 | $805K | Sell |
3,653
-1,489
| -29% | -$328K | 0.48% | 27 |
|
|
2018
Q2 | $1.09M | Sell |
5,142
-1,070
| -17% | -$227K | 1.17% | 15 |
|
|
2018
Q1 | $1.25M | Buy |
6,212
+4
| +0.1% | +$807 | 0.93% | 17 |
|
|
2017
Q4 | $1.32M | Buy |
6,208
+3
| +0% | +$638 | 0.99% | 16 |
|
|
2017
Q3 | $1.24M | Buy |
6,205
+7
| +0.1% | +$1.39K | 1.1% | 13 |
|
|
2017
Q2 | $1.18M | Hold |
6,198
| – | – | 1.23% | 12 |
|
|
2017
Q1 | $1.15M | Buy |
6,198
+2,584
| +71% | +$479K | 1.21% | 13 |
|
|
2016
Q4 | $657K | Buy |
+3,614
| New | +$657K | 0.9% | 16 |
|