PRWA
Platte River Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,418
| Closed | -$241K | – | 98 |
|
|
2023
Q2 | $241K | Hold |
2,418
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $234K | Buy |
2,418
+65
| +3% | +$6.29K | 0.09% | 84 |
|
|
2022
Q4 | $223K | Hold |
2,353
| – | – | 0.09% | 85 |
|
|
2022
Q3 | $205K | Hold |
2,353
| – | – | 0.09% | 84 |
|
|
2022
Q2 | $217K | Sell |
2,353
-3,225
| -58% | -$297K | 0.09% | 83 |
|
|
2022
Q1 | $602K | Sell |
5,578
-1,605
| -22% | -$173K | 0.22% | 57 |
|
|
2021
Q4 | $815K | Buy |
7,183
+230
| +3% | +$26.1K | 0.28% | 56 |
|
|
2021
Q3 | $759K | Hold |
6,953
| – | – | 0.28% | 57 |
|
|
2021
Q2 | $786K | Buy |
6,953
+460
| +7% | +$52K | 0.3% | 60 |
|
|
2021
Q1 | $710K | Buy |
6,493
+890
| +16% | +$97.3K | 0.29% | 58 |
|
|
2020
Q4 | $560K | Buy |
+5,603
| New | +$560K | 0.24% | 64 |
|
|
2020
Q3 | – | Sell |
-12,116
| Closed | -$828K | – | 84 |
|
|
2020
Q2 | $828K | Buy |
+12,116
| New | +$828K | 0.46% | 54 |
|
|
2019
Q4 | $3.01M | Buy |
+37,418
| New | +$3.01M | 1.58% | 15 |
|