PIA
Petredis Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
3,684
| – | – | 0.11% | 90 |
|
|
2025
Q1 | $1.13M | Hold |
3,684
| – | – | 0.12% | 87 |
|
|
2024
Q4 | $1.19M | Hold |
3,684
| – | – | 0.12% | 85 |
|
|
2024
Q3 | $1.16M | Hold |
3,684
| – | – | 0.12% | 86 |
|
|
2024
Q2 | $1.1M | Hold |
3,684
| – | – | 0.12% | 88 |
|
|
2024
Q1 | $1.06M | Hold |
3,684
| – | – | 0.13% | 86 |
|
|
2023
Q4 | $966K | Hold |
3,684
| – | – | 0.13% | 88 |
|
|
2023
Q3 | $865K | Hold |
3,684
| – | – | 0.12% | 86 |
|
|
2023
Q2 | $898K | Hold |
3,684
| – | – | 0.12% | 87 |
|
|
2023
Q1 | $830K | Hold |
3,684
| – | – | 0.13% | 87 |
|
|
2022
Q4 | $776K | Buy |
+3,684
| New | +$776K | 0.14% | 86 |
|