IPW
IronBridge Private Wealth’s Innovator IBD 50 ETF FFTY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $8.1M | Buy |
300,498
+12,449
| +4% | +$336K | 3.19% | 9 |
|
2024
Q4 | $8.24M | Sell |
288,049
-7,342
| -2% | -$210K | 3.02% | 9 |
|
2024
Q3 | $7.95M | Sell |
295,391
-5,739
| -2% | -$154K | 2.97% | 9 |
|
2024
Q2 | $8.36M | Buy |
301,130
+13,576
| +5% | +$377K | 3.13% | 9 |
|
2024
Q1 | $7.95M | Buy |
287,554
+6,999
| +2% | +$193K | 3.3% | 8 |
|
2023
Q4 | $6.84M | Buy |
280,555
+8,795
| +3% | +$214K | 3.33% | 8 |
|
2023
Q3 | $6.08M | Buy |
271,760
+152,271
| +127% | +$3.41M | 3.3% | 9 |
|
2023
Q2 | $3.06M | Buy |
+119,489
| New | +$3.06M | 1.72% | 22 |
|