Provence Wealth Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$821K Sell
2023
Q3
$733K Sell
2023
Q2
$802K Buy
2023
Q1
$767K Buy
2022
Q4
$736K Buy
2022
Q3
$659K Buy
2022
Q2
$686K Buy
2022
Q1
$612K Buy
2021
Q4
$375K Buy