PRWA
Platte River Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.02M | Sell |
21,935
-588
| -3% | -$54.1K | 0.54% | 35 |
|
|
2024
Q2 | $1.98M | Sell |
22,523
-448
| -2% | -$39.5K | 0.56% | 33 |
|
|
2024
Q1 | $2.1M | Sell |
22,971
-1,370
| -6% | -$125K | 0.6% | 33 |
|
|
2023
Q4 | $1.93M | Hold |
24,341
| – | – | 0.64% | 33 |
|
|
2023
Q3 | $1.76M | Hold |
24,341
| – | – | 0.64% | 32 |
|
|
2023
Q2 | $1.83M | Hold |
24,341
| – | – | 0.64% | 32 |
|
|
2023
Q1 | $1.74M | Sell |
24,341
-13,485
| -36% | -$964K | 0.67% | 33 |
|
|
2022
Q4 | $2.58M | Hold |
37,826
| – | – | 1.09% | 25 |
|
|
2022
Q3 | $2.38M | Sell |
37,826
-649
| -2% | -$40.9K | 1.07% | 25 |
|
|
2022
Q2 | $2.45M | Hold |
38,475
| – | – | 1.06% | 25 |
|
|
2022
Q1 | $2.97M | Sell |
38,475
-330
| -0.9% | -$25.5K | 1.08% | 24 |
|
|
2021
Q4 | $3.19M | Sell |
38,805
-3,448
| -8% | -$283K | 1.09% | 23 |
|
|
2021
Q3 | $3.35M | Buy |
42,253
+251
| +0.6% | +$19.9K | 1.24% | 23 |
|
|
2021
Q2 | $3.4M | Sell |
42,002
-4,046
| -9% | -$327K | 1.29% | 22 |
|
|
2021
Q1 | $3.68M | Sell |
46,048
-1,760
| -4% | -$141K | 1.51% | 20 |
|
|
2020
Q4 | $3.71M | Buy |
47,808
+34,746
| +266% | +$2.69M | 1.6% | 19 |
|
|
2020
Q3 | $3.12M | Sell |
13,062
-832
| -6% | -$199K | 1.61% | 21 |
|
|
2020
Q2 | $3.15M | Buy |
+13,894
| New | +$3.15M | 1.74% | 19 |
|
|
2019
Q4 | $3.27M | Buy |
+13,924
| New | +$3.27M | 1.72% | 13 |
|