Provence Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $2.46M | Buy |
8,104
+120
| +2% | +$36.4K | 1.32% | 19 |
|
2023
Q3 | $2.12M | Sell |
7,984
-12
| -0.2% | -$3.19K | 1.3% | 20 |
|
2023
Q2 | $2.2M | Buy |
7,996
+1,540
| +24% | +$424K | 1.29% | 17 |
|
2023
Q1 | $1.58M | Sell |
6,456
-4,874
| -43% | -$1.19M | 1.05% | 19 |
|
2022
Q4 | $2.43M | Sell |
11,330
-1,150
| -9% | -$246K | 1.98% | 10 |
|
2022
Q3 | $2.63M | Sell |
12,480
-18
| -0.1% | -$3.79K | 3.43% | 7 |
|
2022
Q2 | $2.73M | Sell |
12,498
-4
| -0% | -$875 | 3.59% | 5 |
|
2022
Q1 | $3.47M | Sell |
12,502
-31
| -0.2% | -$8.61K | 3.97% | 5 |
|
2021
Q4 | $3.83M | Buy |
+12,533
| New | +$3.83M | 4.33% | 5 |
|