Provence Wealth Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Provence Wealth Management Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$21.9K	Hold	395	–	–	0.01%	267
2023 Q3	$19.7K	Buy	+395	New	+$20.7K	0.01%	265

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Provence Wealth Management Group's IJH Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2023 at 395 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #267.

Provence Wealth Management Group first reported a position in IJH in Q3 2023 and has held it in 2 quarters since. 2,170 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Provence Wealth Management Group held 395 shares of iShares Core S&P Mid-Cap ETF worth $21.9K as of Q4 2023.
Provence Wealth Management Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2023.
iShares Core S&P Mid-Cap ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #267 holding.
Provence Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 2 quarters since.
2,170 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.