PWA
Provenance Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
11,452
-2,070
| -15% | -$447K | 0.36% | 22 |
|
|
2025
Q1 | $2.7M | Buy |
13,522
+33
| +0.2% | +$6.58K | 0.39% | 20 |
|
|
2024
Q4 | $2.98M | Sell |
13,489
-65
| -0.5% | -$14.4K | 0.39% | 22 |
|
|
2024
Q3 | $2.99M | Buy |
13,554
+346
| +3% | +$76.4K | 0.37% | 22 |
|
|
2024
Q2 | $2.68M | Sell |
13,208
-195
| -1% | -$39.6K | 0.37% | 21 |
|
|
2024
Q1 | $2.82M | Sell |
13,403
-580
| -4% | -$122K | 0.4% | 21 |
|
|
2023
Q4 | $2.81M | Buy |
13,983
+252
| +2% | +$50.6K | 0.38% | 23 |
|
|
2023
Q3 | $2.43M | Buy |
+13,731
| New | +$2.43M | 0.39% | 20 |
|