IF
Ironwood Financial’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
Q2 | $17.7M | Hold |
302,884
| – | – | 3.79% | 4 |
|
|
2025
Q1 | $17.7M | Buy |
302,884
+6,690
| +2% | +$390K | 3.79% | 4 |
|
|
2024
Q4 | $18.5M | Sell |
296,194
-804
| -0.3% | -$50.1K | 3.87% | 4 |
|
|
2024
Q3 | $18.5M | Buy |
296,998
+12,711
| +4% | +$792K | 3.89% | 4 |
|
|
2024
Q2 | $16.6M | Buy |
284,287
+8,643
| +3% | +$506K | 3.73% | 4 |
|
|
2024
Q1 | $16.7M | Buy |
275,644
+221,483
| +409% | +$13.5M | 3.85% | 4 |
|
|
2023
Q4 | $15M | Buy |
54,161
+1,571
| +3% | +$435K | 3.64% | 4 |
|
|
2023
Q3 | $13.1M | Buy |
52,590
+1,757
| +3% | +$438K | 3.52% | 4 |
|
|
2023
Q2 | $13.3M | Buy |
50,833
+900
| +2% | +$235K | 3.5% | 4 |
|
|
2023
Q1 | $12.5M | Buy |
49,933
+2,039
| +4% | +$510K | 3.48% | 4 |
|
|
2022
Q4 | $11.6M | Buy |
47,894
+236
| +0.5% | +$57.1K | 3.61% | 4 |
|
|
2022
Q3 | $10.4M | Buy |
47,658
+911
| +2% | +$200K | 3.46% | 5 |
|
|
2022
Q2 | $10.6M | Buy |
46,747
+1,164
| +3% | +$263K | 3.4% | 5 |
|
|
2022
Q1 | $12.2M | Buy |
45,583
+839
| +2% | +$225K | 3.45% | 6 |
|
|
2021
Q4 | $12.7M | Buy |
44,744
+1,556
| +4% | +$440K | 3.47% | 6 |
|
|
2021
Q3 | $11.4M | Buy |
43,188
+2,105
| +5% | +$554K | 3.33% | 5 |
|
|
2021
Q2 | $11M | Buy |
41,083
+2,390
| +6% | +$642K | 3.31% | 5 |
|
|
2021
Q1 | $10.1M | Buy |
38,693
+9,510
| +33% | +$2.48M | 3.29% | 5 |
|
|
2020
Q4 | $6.71M | Buy |
29,183
+9,968
| +52% | +$2.29M | 2.51% | 11 |
|
|
2020
Q3 | $3.56M | Buy |
19,215
+5,248
| +38% | +$973K | 1.79% | 13 |
|
|
2020
Q2 | $2.48M | Buy |
13,967
+334
| +2% | +$59.4K | 1.34% | 15 |
|
|
2020
Q1 | $1.96M | Sell |
13,633
-43,129
| -76% | -$6.2M | 1.34% | 10 |
|
|
2019
Q4 | $11.7M | Sell |
56,762
-800
| -1% | -$165K | 5.35% | 6 |
|
|
2019
Q3 | $11.1M | Sell |
57,562
-171
| -0.3% | -$33K | 5.34% | 5 |
|
|
2019
Q2 | $11.2M | Buy |
57,733
+1,011
| +2% | +$196K | 5.51% | 3 |
|
|
2019
Q1 | $10.7M | Buy |
56,722
+1,352
| +2% | +$256K | 5.55% | 3 |
|
|
2018
Q4 | $9.2M | Buy |
55,370
+1,066
| +2% | +$177K | 5.16% | 5 |
|
|
2018
Q3 | $10.9M | Buy |
54,304
+1,036
| +2% | +$209K | 5.8% | 3 |
|
|
2018
Q2 | $10.4M | Buy |
53,268
+833
| +2% | +$162K | 6.01% | 4 |
|
|
2018
Q1 | $9.84M | Buy |
52,435
+2,258
| +5% | +$424K | 10.67% | 3 |
|
|
2017
Q4 | $9.52M | Sell |
50,177
-14
| -0% | -$2.66K | 5.74% | 5 |
|
|
2017
Q3 | $8.98M | Buy |
50,191
+550
| +1% | +$98.4K | 5.54% | 6 |
|
|
2017
Q2 | $8.64M | Sell |
49,641
-351
| -0.7% | -$61.1K | 5.55% | 8 |
|
|
2017
Q1 | $8.56M | Sell |
49,992
-169
| -0.3% | -$28.9K | 5.67% | 7 |
|
|
2016
Q4 | $8.29M | Buy |
50,161
+723
| +1% | +$120K | 5.82% | 6 |
|
|
2016
Q3 | $7.65M | Sell |
49,438
-931
| -2% | -$144K | 5.48% | 8 |
|
|
2016
Q2 | $7.53M | Sell |
50,369
-741
| -1% | -$111K | 5.62% | 7 |
|
|
2016
Q1 | $7.37M | Buy |
+51,110
| New | +$7.37M | 5.7% | 7 |
|
|
2015
Q3 | $8.08M | Buy |
59,159
+1,666
| +3% | +$228K | 3.97% | 7 |
|
|
2015
Q2 | $8.62M | Buy |
57,493
+457
| +0.8% | +$68.5K | 4.09% | 6 |
|
|
2015
Q1 | $8.67M | Buy |
57,036
+3,065
| +6% | +$466K | 4.17% | 6 |
|
|
2014
Q4 | $7.86M | Buy |
+53,971
| New | +$7.86M | 4.33% | 6 |
|