PWA
Provenance Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Sell |
18,598
-2,559
| -12% | -$1.09M | 1.13% | 13 |
|
|
2025
Q1 | $7.64M | Buy |
21,157
+1,904
| +10% | +$688K | 1.1% | 12 |
|
|
2024
Q4 | $7.73M | Sell |
19,253
-335
| -2% | -$135K | 1% | 12 |
|
|
2024
Q3 | $7.35M | Sell |
19,588
-37
| -0.2% | -$13.9K | 0.92% | 14 |
|
|
2024
Q2 | $7.15M | Sell |
19,625
-436
| -2% | -$159K | 1% | 12 |
|
|
2024
Q1 | $6.76M | Buy |
20,061
+408
| +2% | +$138K | 0.95% | 12 |
|
|
2023
Q4 | $5.96M | Buy |
19,653
+14
| +0.1% | +$4.24K | 0.8% | 15 |
|
|
2023
Q3 | $5.22M | Buy |
+19,639
| New | +$5.22M | 0.84% | 13 |
|