Provence Wealth Management Group’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
2023
Q4
$414K Buy
2023
Q3
$312K Sell
2023
Q2
$398K Sell
2023
Q1
$1.01M Sell
2022
Q4
$1.16M Sell
2022
Q3
$1.35M Buy
2022
Q2
$464K Sell
2022
Q1
$1.86M Buy
2021
Q4
$1.89M Buy