PWA
Provenance Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
14,250
-576
| -4% | -$86.6K | 0.31% | 23 |
|
|
2025
Q1 | $1.88M | Sell |
14,826
-1,110
| -7% | -$141K | 0.27% | 25 |
|
|
2024
Q4 | $2.22M | Hold |
15,936
| – | – | 0.29% | 25 |
|
|
2024
Q3 | $2.1M | Hold |
15,936
| – | – | 0.26% | 32 |
|
|
2024
Q2 | $2.03M | Hold |
15,936
| – | – | 0.28% | 27 |
|
|
2024
Q1 | $1.87M | Sell |
15,936
-745
| -4% | -$87.3K | 0.26% | 27 |
|
|
2023
Q4 | $1.74M | Hold |
16,681
| – | – | 0.23% | 28 |
|
|
2023
Q3 | $1.58M | Buy |
+16,681
| New | +$1.58M | 0.26% | 28 |
|