PIAS
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PCA Investment Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,391
Closed -$528K 97
2024
Q4
$528K Sell
2,391
-786
-25% -$174K 0.24% 60
2024
Q3
$702K Sell
3,177
-112
-3% -$24.7K 0.33% 46
2024
Q2
$667K Sell
3,289
-26,918
-89% -$5.46M 0.35% 45
2024
Q1
$6.35M Buy
30,207
+4,245
+16% +$893K 3.57% 7
2023
Q4
$5.21M Buy
+25,962
New +$5.21M 3.44% 7