Provenance Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.14M Sell
2025
Q1
$1.88M Sell
2024
Q4
$2.22M Hold
2024
Q3
$2.1M Hold
2024
Q2
$2.03M Hold
2024
Q1
$1.87M Sell
2023
Q4
$1.74M Hold
2023
Q3
$1.58M Buy