Number of Shares
252,644.00
Current Holdings Value*
$14.74 Mil
% of Portfolio
5.81%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
8.11%

IronBridge Private Wealth, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, IronBridge Private Wealth, LLC held 252,644.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.74 Mil. This investment constitutes 5.81% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q1. And since then IronBridge Private Wealth, LLC has made 7 purchases of IJH, at an average price of $53.71, for a total of 463,553.00 shares. In addition, there have been 3 sales at an average price of $51.09 for 210,909.00 shares. Based on historical transaction data and IJH's current price of $63.88, IronBridge Private Wealth, LLC's estimated gain on his IJH holdings is $2.02 Mil, reflecting a 8.11% gain to date.

IronBridge Private Wealth, LLC IJH ($63.88) Holding Chart

IronBridge Private Wealth, LLC IJH ($63.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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