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iShares Russell 2000 Growth Index shares owned by Provenance Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Provenance Wealth Advisors from 13F filings

Historical chart of Provenance Wealth Advisors investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 66 323.02
2025-09-30 $21k 66 320.05
2025-06-30 $19k 66 285.86
2024-03-31 $18k 67 270.81

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
J P Morgan Flexible Debt Etf Flexible Debt Et (JFLX)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
State Street Spdr Portfolio S&p 500 Value Etf State Street Spd (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

View all positions for Provenance Wealth Advisors

Top funds holding iShares Russell 2000 Growth Index

Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
Goldman Sachs Group
Cassaday & Co Wealth Management
Wells Fargo & Company
Pnc Financial Services
LPL Financial
D.A. Davidson & Co.
UBS Group
Cohen Klingenstein
Northern Trust
Commonwealth Equity Services
Raymond James Financial

View all funds holding iShares Russell 2000 Growth Index