PIAS
PCA Investment Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,826
| Closed | -$250K | – | 98 |
|
|
2024
Q4 | $250K | Hold |
2,826
| – | – | 0.12% | 115 |
|
|
2024
Q3 | $249K | Buy |
2,826
+26
| +0.9% | +$2.29K | 0.12% | 123 |
|
|
2024
Q2 | $227K | Buy |
2,800
+1
| +0% | +$81 | 0.12% | 122 |
|
|
2024
Q1 | $235K | Buy |
+2,799
| New | +$235K | 0.13% | 119 |
|
|
2023
Q3 | – | Sell |
-2,051
| Closed | -$150K | – | 269 |
|
|
2023
Q2 | $150K | Buy |
+2,051
| New | +$150K | 0.09% | 148 |
|