iShares Russell 2000 Index shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 11k | 241.97 |
| 2025-06-30 | $2.5M | 12k | 215.80 |
| 2025-03-31 | $2.7M | 14k | 199.50 |
| 2024-12-31 | $3.0M | 14k | 220.97 |
| 2024-09-30 | $3.0M | 14k | 220.90 |
| 2024-06-30 | $2.7M | 13k | 202.90 |
| 2024-03-31 | $2.8M | 13k | 210.31 |
| 2023-12-31 | $2.8M | 14k | 200.72 |
| 2023-09-30 | $2.4M | 14k | 176.75 |
More positions owned by Provenance Wealth Advisors
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