PIA
Perennial Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
5,186
-331
| -6% | -$43.7K | 0.07% | 217 |
|
|
2025
Q1 | $695K | Buy |
5,517
+154
| +3% | +$19.4K | 0.08% | 197 |
|
|
2024
Q4 | $693K | Buy |
5,363
+43
| +0.8% | +$5.56K | 0.08% | 186 |
|
|
2024
Q3 | $703K | Sell |
5,320
-238
| -4% | -$31.5K | 0.09% | 174 |
|
|
2024
Q2 | $671K | Buy |
5,558
+5
| +0.1% | +$604 | 0.1% | 163 |
|
|
2024
Q1 | $696K | Sell |
5,553
-180
| -3% | -$22.6K | 0.11% | 158 |
|
|
2023
Q4 | $667K | Buy |
5,733
+187
| +3% | +$21.7K | 0.11% | 151 |
|
|
2023
Q3 | $579K | Sell |
5,546
-236
| -4% | -$24.6K | 0.1% | 158 |
|
|
2023
Q2 | $635K | Buy |
5,782
+60
| +1% | +$6.59K | 0.11% | 155 |
|
|
2023
Q1 | $608K | Buy |
+5,722
| New | +$608K | 0.11% | 152 |
|