A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 81 shares of IWN stock, worth $14,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
81
Previous 161 49.69%
Holding current value
$14,148
Previous $24.3 Million 41.08%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$157.1 - $178.94 $12,568 - $14,315
-80 Reduced 49.69%
81 $14.3 Million
Q3 2024

Aug 15, 2025

SELL
$150.05 - $171.34 $12,004 - $13,707
-80 Reduced 33.2%
161 $26.9 Million
Q2 2024

Aug 15, 2025

SELL
$146.03 - $158.93 $17,669 - $19,230
-121 Reduced 33.43%
241 $36.7 Million
Q1 2024

Aug 15, 2025

BUY
$145.61 - $158.81 $17,618 - $19,216
121 Added 50.21%
362 $57.5 Million
Q3 2023

Aug 15, 2025

BUY
$133.8 - $151.24 $32,245 - $36,448
241 New
241 $32.7 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Provenance Wealth Advisors, LLC Portfolio

Follow Provenance Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Provenance Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Provenance Wealth Advisors, LLC with notifications on news.