PCA Investment Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-401
Closed -$63.3K – 266
2023
Q2
$63.3K Buy
+401
New +$61.3K 0.04% 238

Other funds holding IWD

PCA Investment Advisory Services's IWD Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 401 shares — an estimated $63.3K sold.

PCA Investment Advisory Services first reported a position in IWD in Q2 2023 and held it in 1 quarter. The position peaked at $63.3K in Q2 2023. 1,443 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 401 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $63.3K.
  • PCA Investment Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's iShares Russell 1000 Value ETF position peaked at $63.3K in Q2 2023.
  • 1,443 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.