PWA
Phoenix Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
4,001
| – | – | 0.15% | 93 |
|
|
2025
Q1 | $340K | Hold |
4,001
| – | – | 0.15% | 91 |
|
|
2024
Q4 | $354K | Hold |
4,001
| – | – | 0.15% | 88 |
|
|
2024
Q3 | $353K | Sell |
4,001
-1,700
| -30% | -$150K | 0.16% | 91 |
|
|
2024
Q2 | $462K | Buy |
5,701
+1,266
| +29% | +$103K | 0.23% | 76 |
|
|
2024
Q1 | $373K | Buy |
+4,435
| New | +$373K | 0.23% | 83 |
|
|
2022
Q1 | – | Sell |
-2,425
| Closed | -$201K | – | 113 |
|
|
2021
Q4 | $201K | Hold |
2,425
| – | – | 0.15% | 118 |
|
|
2021
Q3 | $190K | Hold |
2,425
| – | – | 0.14% | 116 |
|
|
2021
Q2 | $193K | Hold |
2,425
| – | – | 0.14% | 120 |
|
|
2021
Q1 | $182K | Hold |
2,425
| – | – | 0.14% | 119 |
|
|
2020
Q4 | $166K | Buy |
+2,425
| New | +$166K | 0.13% | 119 |
|