IPW
IronBridge Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.7M | Buy |
252,644
+21,033
| +9% | +$1.23M | 5.81% | 3 |
|
|
2024
Q4 | $14.4M | Buy |
231,611
+72,212
| +45% | +$4.5M | 5.3% | 3 |
|
|
2024
Q3 | $9.93M | Buy |
159,399
+4,063
| +3% | +$253K | 3.71% | 7 |
|
|
2024
Q2 | $9.09M | Sell |
155,336
-1,746
| -1% | -$102K | 3.4% | 8 |
|
|
2024
Q1 | $9.54M | Buy |
157,082
+125,440
| +396% | +$7.62M | 3.96% | 6 |
|
|
2023
Q4 | $8.77M | Buy |
+31,642
| New | +$8.77M | 4.28% | 6 |
|
|
2023
Q3 | – | Sell |
-21,974
| Closed | -$5.75M | – | 40 |
|
|
2023
Q2 | $5.75M | Buy |
+21,974
| New | +$5.75M | 3.23% | 10 |
|
|
2022
Q2 | – | Sell |
-19,633
| Closed | -$5.27M | – | 39 |
|
|
2022
Q1 | $5.27M | Buy |
+19,633
| New | +$5.27M | 3.25% | 8 |
|