PRWA
Platte River Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.71M | Sell |
40,131
-400
| -1% | -$46.9K | 1.26% | 20 |
|
|
2024
Q2 | $4.47M | Sell |
40,531
-379
| -0.9% | -$41.8K | 1.25% | 22 |
|
|
2024
Q1 | $4.67M | Sell |
40,910
-1,406
| -3% | -$160K | 1.33% | 23 |
|
|
2023
Q4 | $4.42M | Hold |
42,316
| – | – | 1.46% | 20 |
|
|
2023
Q3 | $3.87M | Hold |
42,316
| – | – | 1.41% | 20 |
|
|
2023
Q2 | $4.09M | Hold |
42,316
| – | – | 1.43% | 21 |
|
|
2023
Q1 | $3.85M | Sell |
42,316
-15,030
| -26% | -$1.37M | 1.48% | 22 |
|
|
2022
Q4 | $4.79M | Hold |
57,346
| – | – | 2.03% | 12 |
|
|
2022
Q3 | $4.5M | Hold |
57,346
| – | – | 2.01% | 14 |
|
|
2022
Q2 | $4.54M | Sell |
57,346
-55
| -0.1% | -$4.36K | 1.97% | 14 |
|
|
2022
Q1 | $5.77M | Sell |
57,401
-2,065
| -3% | -$208K | 2.11% | 13 |
|
|
2021
Q4 | $6.43M | Sell |
59,466
-740
| -1% | -$80K | 2.2% | 13 |
|
|
2021
Q3 | $6.75M | Buy |
60,206
+859
| +1% | +$96.3K | 2.5% | 14 |
|
|
2021
Q2 | $6.72M | Sell |
59,347
-3,018
| -5% | -$342K | 2.55% | 15 |
|
|
2021
Q1 | $6.61M | Sell |
62,365
-1,163
| -2% | -$123K | 2.72% | 14 |
|
|
2020
Q4 | $6.79M | Buy |
63,528
+30,053
| +90% | +$3.21M | 2.93% | 11 |
|
|
2020
Q3 | $5.79M | Sell |
33,475
-476
| -1% | -$82.3K | 2.98% | 12 |
|
|
2020
Q2 | $5.52M | Buy |
+33,951
| New | +$5.52M | 3.04% | 11 |
|
|
2019
Q4 | $5.76M | Buy |
+37,423
| New | +$5.76M | 3.03% | 5 |
|