Provenance Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32K | Hold |
60
| – | – | ﹤0.01% | 319 |
|
|
2025
Q1 | $7.05K | Hold |
60
| – | – | ﹤0.01% | 336 |
|
|
2024
Q4 | $7.61K | Hold |
60
| – | – | ﹤0.01% | 337 |
|
|
2024
Q3 | $7.04K | Hold |
60
| – | – | ﹤0.01% | 373 |
|
|
2024
Q2 | $6.62K | Hold |
60
| – | – | ﹤0.01% | 312 |
|
|
2024
Q1 | $6.85K | Hold |
60
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $6.27K | Hold |
60
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $5.48K | Buy |
+60
| New | +$5.48K | ﹤0.01% | 269 |
|