PA
Pineridge 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 | $163K | Buy |
1,232
+193
| +19% | +$25.5K | 0.06% | 54 |
|
|
2025
Q1 | $131K | Sell |
1,039
-5
| -0.5% | -$630 | 0.05% | 61 |
|
|
2024
Q4 | $135K | Sell |
1,044
-155
| -13% | -$20K | 0.05% | 75 |
|
|
2024
Q3 | $159K | Sell |
1,199
-52
| -4% | -$6.88K | 0.06% | 71 |
|
|
2024
Q2 | $151K | Sell |
1,251
-55
| -4% | -$6.64K | 0.05% | 75 |
|
|
2024
Q1 | $164K | Sell |
1,306
-1,306
| -50% | -$164K | 0.06% | 65 |
|
|
2023
Q4 | $304K | Buy |
+2,612
| New | +$304K | 0.1% | 51 |
|