Provence Wealth Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$708K Sell
2023
Q3
$650K Hold
2023
Q2
$676K Sell
2023
Q1
$672K Sell
2022
Q4
$1.06M Sell
2022
Q3
$1.21M Buy
2022
Q2
$1.1M Sell
2022
Q1
$1.27M Buy
2021
Q4
$1.28M Buy