Provenance Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.8K | Hold |
516
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $61.8K | Hold |
516
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $64.5K | Hold |
516
| – | – | 0.01% | 214 |
|
|
2024
Q3 | $63.8K | Hold |
516
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $58.5K | Hold |
516
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $61K | Hold |
516
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $58.8K | Hold |
516
| – | – | 0.01% | 194 |
|
|
2023
Q3 | $52.1K | Buy |
+516
| New | +$52.1K | 0.01% | 174 |
|