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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
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% +$2.19K 0.12% 123
2024
Q2
$227K Buy
2,800
+1
+0% +$81 0.12% 122
2024
Q1
$235K Buy
+2,799
New +$222K 0.13% 119
2023
Q3
Sell
-2,051
Closed -$150K 269
2023
Q2
$150K Buy
+2,051
New +$143K 0.09% 148

Other funds holding IWR

PCA Investment Advisory Services's IWR Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 2,826 shares — an estimated $250K sold.

PCA Investment Advisory Services first reported a position in IWR in Q2 2023 and held it in 5 quarters. The position peaked at $250K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 2,826 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $250K.
  • PCA Investment Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 5 quarters.
  • PCA Investment Advisory Services's iShares Russell Mid-Cap ETF position peaked at $250K in Q4 2024.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.