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