PIAS
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 |
|