PCI
Planning Center Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
1,013
-484
| -32% | -$205K | 0.05% | 47 |
|
|
2025
Q1 | $541K | Buy |
1,497
+774
| +107% | +$280K | 0.06% | 41 |
|
|
2024
Q4 | $290K | Sell |
723
-100
| -12% | -$40.2K | 0.04% | 53 |
|
|
2024
Q3 | $309K | Hold |
823
| – | – | 0.04% | 55 |
|
|
2024
Q2 | $300K | Buy |
+823
| New | +$300K | 0.04% | 52 |
|
|
2024
Q1 | – | Sell |
-804
| Closed | -$244K | – | 61 |
|
|
2023
Q4 | $244K | Hold |
804
| – | – | 0.06% | 55 |
|
|
2023
Q3 | $214K | Hold |
804
| – | – | 0.06% | 61 |
|
|
2023
Q2 | $221K | Buy |
+804
| New | +$221K | 0.06% | 66 |
|
|
2023
Q1 | – | Sell |
-1,013
| Closed | -$217K | – | 71 |
|
|
2022
Q4 | $217K | Hold |
1,013
| – | – | 0.07% | 65 |
|
|
2022
Q3 | $211K | Sell |
1,013
-25
| -2% | -$5.21K | 0.17% | 40 |
|
|
2022
Q2 | $233K | Sell |
1,038
-500
| -33% | -$112K | 0.18% | 42 |
|
|
2022
Q1 | $427K | Hold |
1,538
| – | – | 1.23% | 20 |
|
|
2021
Q4 | $436K | Buy |
+1,538
| New | +$436K | 0.35% | 25 |
|