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

Provence Wealth Management Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$69.6K Hold
276
– – 0.04% 199
2023
Q3 		$61.9K Buy
+276
New +$66.1K 0.04% 191

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Provence Wealth Management Group's IWO Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2023 at 276 shares worth $69.6K. The position accounts for 0.04% of the portfolio, ranked #199.

Provence Wealth Management Group first reported a position in IWO in Q3 2023 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • Provence Wealth Management Group held 276 shares of iShares Russell 2000 Growth ETF worth $69.6K as of Q4 2023.
  • Provence Wealth Management Group left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2023.
  • iShares Russell 2000 Growth ETF made up 0.04% of Provence Wealth Management Group's portfolio in Q4 2023, its #199 holding.
  • Provence Wealth Management Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.