Provenance Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$63.8K Hold
2025
Q1
$61.8K Hold
2024
Q4
$64.5K Hold
2024
Q3
$63.8K Hold
2024
Q2
$58.5K Hold
2024
Q1
$61K Hold
2023
Q4
$58.8K Hold
2023
Q3
$52.1K Buy