PWS
Precision Wealth Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Hold |
8,533
| – | – | 0.25% | 72 |
|
|
2025
Q1 | $726K | Hold |
8,533
| – | – | 0.55% | 30 |
|
|
2024
Q4 | $754K | Hold |
8,533
| – | – | 0.58% | 26 |
|
|
2024
Q3 | $752K | Hold |
8,533
| – | – | 0.7% | 25 |
|
|
2024
Q2 | $692K | Hold |
8,533
| – | – | 0.71% | 29 |
|
|
2024
Q1 | $718K | Hold |
8,533
| – | – | 0.68% | 28 |
|
|
2023
Q4 | $663K | Hold |
8,533
| – | – | 0.64% | 25 |
|
|
2023
Q3 | $591K | Buy |
+8,533
| New | +$591K | 0.64% | 26 |
|