PCG
Prosperity Consulting Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
99,197
+6,382
| +7% | +$843K | 0.96% | 22 |
|
|
2025
Q1 | $11.7M | Sell |
92,815
-189
| -0.2% | -$23.8K | 0.9% | 22 |
|
|
2024
Q4 | $12M | Buy |
93,004
+362
| +0.4% | +$46.8K | 0.91% | 20 |
|
|
2024
Q3 | $12.3M | Buy |
92,642
+25,902
| +39% | +$3.43M | 0.96% | 16 |
|
|
2024
Q2 | $8.06M | Sell |
66,740
-787
| -1% | -$95K | 1.09% | 17 |
|
|
2024
Q1 | $8.46M | Buy |
67,527
+35,441
| +110% | +$4.44M | 1.06% | 17 |
|
|
2023
Q4 | $3.73M | Buy |
32,086
+7,907
| +33% | +$920K | 1.25% | 18 |
|
|
2023
Q3 | $2.52M | Buy |
+24,179
| New | +$2.52M | 1.16% | 25 |
|