Provenance Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.47M | Sell |
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|
2025
Q4 | $3.13M | Buy |
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|
2025
Q3 | $3.08M | Sell |
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|
2025
Q2 | $2.84M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.75M | Buy |
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|
2024
Q3 | $68.7K | Hold |
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|
2024
Q2 | $62.6K | Buy |
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|
2024
Q1 | $44.9K | Sell |
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|
2023
Q4 | $80.5K | Buy |
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|
2023
Q3 | $38.3K | Buy |
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