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iShares S&P SmallCap 600 Index shares owned by Provenance Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Provenance Wealth Advisors from 13F filings

Historical chart of Provenance Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 26k 120.18
2025-09-30 $3.1M 26k 118.83
2025-06-30 $2.8M 26k 109.29
2025-03-31 $2.9M 28k 104.57
2024-12-31 $3.8M 33k 115.22
2024-09-30 $69k 587 116.96
2024-06-30 $63k 587 106.66
2024-03-31 $45k 406 110.52
2023-12-31 $81k 744 108.25
2023-09-30 $38k 406 94.33

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
J P Morgan Flexible Debt Etf Flexible Debt Et (JFLX)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
State Street Spdr Portfolio S&p 500 Value Etf State Street Spd (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

View all positions for Provenance Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index