PRWA

Platte River Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.46M	Hold	16,529	–	–	0.39%	44
2024 Q2	$1.34M	Hold	16,529	–	–	0.38%	46
2024 Q1	$1.39M	Sell	16,529 -1,205	-7%	-$101K	0.4%	43
2023 Q4	$1.38M	Sell	17,734 -2,141	-11%	-$166K	0.46%	43
2023 Q3	$1.38M	Buy	19,875 +2,141	+12%	+$148K	0.5%	37
2023 Q2	$1.3M	Sell	17,734 -365	-2%	-$26.7K	0.45%	38
2023 Q1	$1.27M	Hold	18,099	–	–	0.49%	37
2022 Q4	$1.22M	Hold	18,099	–	–	0.52%	39
2022 Q3	$1.13M	Hold	18,099	–	–	0.5%	38
2022 Q2	$1.17M	Hold	18,099	–	–	0.51%	37
2022 Q1	$1.41M	Hold	18,099	–	–	0.52%	36
2021 Q4	$1.47M	Sell	18,099 -592	-3%	-$48.1K	0.5%	39
2021 Q3	$1.46M	Hold	18,691	–	–	0.54%	37
2021 Q2	$1.48M	Hold	18,691	–	–	0.56%	38
2021 Q1	$1.42M	Sell	18,691 -11	-0.1%	-$834	0.58%	37
2020 Q4	$1.34M	Buy	18,702 +270	+1%	+$19.3K	0.58%	38
2020 Q3	$1.06M	Sell	18,432 -60	-0.3%	-$3.44K	0.55%	40
2020 Q2	$1.01M	Buy	+18,492	New	+$1.01M	0.56%	45
2019 Q4	$749K	Buy	+12,673	New	+$749K	0.39%	83