PCA Investment Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-543
Closed -$52.6K 268
2023
Q2
$52.6K Buy
+543
New +$49.5K 0.03% 253

Other funds holding IWP

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

PCA Investment Advisory Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 543 shares — an estimated $52.6K sold.

PCA Investment Advisory Services first reported a position in IWP in Q2 2023 and held it in 1 quarter. The position peaked at $52.6K in Q2 2023. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 543 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $52.6K.
  • PCA Investment Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $52.6K in Q2 2023.
  • 917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

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