Provenance Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43K | Hold |
49
| – | – | ﹤0.01% | 333 |
|
|
2025
Q1 | $6.13K | Hold |
49
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $6.3K | Hold |
49
| – | – | ﹤0.01% | 355 |
|
|
2024
Q3 | $6.44K | Hold |
49
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $5.88K | Hold |
49
| – | – | ﹤0.01% | 318 |
|
|
2024
Q1 | $6.1K | Sell |
49
-63
| -56% | -$7.84K | ﹤0.01% | 344 |
|
|
2023
Q4 | $13K | Buy |
+112
| New | +$13K | ﹤0.01% | 290 |
|