Provence Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$369K Buy
2023
Q3
$323K Sell
2023
Q2
$628K Buy
2023
Q1
$573K Buy
2022
Q4
$554K Buy
2022
Q3
$323K Buy
2022
Q2
$305K Buy
2022
Q1
$310K Sell
2021
Q4
$577K Buy