PIAS
PCA Investment Advisory Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Buy |
13,988
+22
| +0.2% | +$1.67K | 0.45% | 35 |
|
2025
Q1 | $1.04M | Sell |
13,966
-3,223
| -19% | -$239K | 0.55% | 33 |
|
2024
Q4 | $1.28M | Sell |
17,189
-742
| -4% | -$55.1K | 0.59% | 30 |
|
2024
Q3 | $1.37M | Buy |
17,931
+1,187
| +7% | +$91K | 0.65% | 29 |
|
2024
Q2 | $1.18M | Sell |
16,744
-378
| -2% | -$26.6K | 0.62% | 30 |
|
2024
Q1 | $1.24M | Buy |
17,122
+3,162
| +23% | +$229K | 0.7% | 29 |
|
2023
Q4 | $945K | Sell |
13,960
-13,084
| -48% | -$886K | 0.62% | 31 |
|
2023
Q3 | $1.64M | Buy |
27,044
+162
| +0.6% | +$9.82K | 1.17% | 24 |
|
2023
Q2 | $1.71M | Buy |
26,882
+2,603
| +11% | +$166K | 1.02% | 23 |
|
2023
Q1 | $1.5M | Buy |
+24,279
| New | +$1.5M | 1.06% | 22 |
|