PRWA
Platte River Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.26M | Sell |
24,667
-560
| -2% | -$74.1K | 0.88% | 26 |
|
|
2024
Q2 | $3.05M | Sell |
25,227
-140
| -0.6% | -$16.9K | 0.85% | 27 |
|
|
2024
Q1 | $3.18M | Sell |
25,367
-635
| -2% | -$79.6K | 0.91% | 28 |
|
|
2023
Q4 | $3.02M | Sell |
26,002
-44
| -0.2% | -$5.12K | 1% | 28 |
|
|
2023
Q3 | $2.72M | Buy |
26,046
+44
| +0.2% | +$4.59K | 0.99% | 28 |
|
|
2023
Q2 | $2.86M | Hold |
26,002
| – | – | 1% | 28 |
|
|
2023
Q1 | $2.76M | Sell |
26,002
-7,050
| -21% | -$749K | 1.06% | 27 |
|
|
2022
Q4 | $3.48M | Sell |
33,052
-2,065
| -6% | -$218K | 1.47% | 17 |
|
|
2022
Q3 | $3.37M | Hold |
35,117
| – | – | 1.51% | 19 |
|
|
2022
Q2 | $3.57M | Hold |
35,117
| – | – | 1.54% | 18 |
|
|
2022
Q1 | $4.2M | Sell |
35,117
-860
| -2% | -$103K | 1.53% | 18 |
|
|
2021
Q4 | $4.41M | Sell |
35,977
-981
| -3% | -$120K | 1.51% | 19 |
|
|
2021
Q3 | $4.19M | Buy |
36,958
+1,258
| +4% | +$142K | 1.55% | 19 |
|
|
2021
Q2 | $4.11M | Buy |
35,700
+980
| +3% | +$113K | 1.56% | 19 |
|
|
2021
Q1 | $3.86M | Buy |
34,720
+501
| +1% | +$55.7K | 1.59% | 19 |
|
|
2020
Q4 | $3.46M | Sell |
34,219
-200
| -0.6% | -$20.2K | 1.49% | 21 |
|
|
2020
Q3 | $2.78M | Sell |
34,419
-1,659
| -5% | -$134K | 1.43% | 22 |
|
|
2020
Q2 | $2.79M | Buy |
+36,078
| New | +$2.79M | 1.54% | 20 |
|
|
2019
Q4 | $4.6M | Buy |
+49,514
| New | +$4.6M | 2.42% | 7 |
|