PIAS
PCA Investment Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,133
| Closed | -$420K | – | 95 |
|
|
2024
Q4 | $420K | Sell |
4,133
-119
| -3% | -$12.1K | 0.19% | 70 |
|
|
2024
Q3 | $407K | Sell |
4,252
-41
| -1% | -$3.93K | 0.19% | 75 |
|
|
2024
Q2 | $397K | Sell |
4,293
-52
| -1% | -$4.81K | 0.21% | 68 |
|
|
2024
Q1 | $367K | Buy |
4,345
+108
| +3% | +$9.12K | 0.21% | 67 |
|
|
2023
Q4 | $318K | Sell |
4,237
-1,400
| -25% | -$105K | 0.21% | 71 |
|
|
2023
Q3 | $386K | Sell |
5,637
-190
| -3% | -$13K | 0.28% | 59 |
|
|
2023
Q2 | $411K | Sell |
5,827
-819
| -12% | -$57.7K | 0.25% | 60 |
|
|
2023
Q1 | $425K | Buy |
+6,646
| New | +$425K | 0.3% | 57 |
|