iShares S&P MidCap 400 Index shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 86k | 65.26 |
| 2025-06-30 | $5.4M | 86k | 62.02 |
| 2025-03-31 | $5.3M | 90k | 58.35 |
| 2024-12-31 | $6.3M | 101k | 62.31 |
| 2024-09-30 | $400k | 6.4k | 62.32 |
| 2024-06-30 | $376k | 6.4k | 58.52 |
| 2024-03-31 | $266k | 4.4k | 60.74 |
| 2023-12-31 | $243k | 877 | 277.15 |
| 2023-09-30 | $219k | 879 | 249.35 |
More positions owned by Provenance Wealth Advisors
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