IRON Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $610K | Buy |
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|
2025
Q2 | $579K | Buy |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $538K | Hold |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $480K | Buy |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $466K | Hold |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $415K | Buy |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | $251K | Buy |
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|
2019
Q4 | $357K | Buy |
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|
2019
Q3 | $332K | Sell |
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|
2019
Q2 | $360K | Hold |
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|
2019
Q1 | $360K | Hold |
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|
2018
Q4 | $315K | Hold |
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|
2018
Q3 | $383K | Hold |
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|
2018
Q2 | $370K | Hold |
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|
2018
Q1 | $357K | Hold |
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|
2017
Q4 | $360K | Hold |
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|
2017
Q3 | $340K | Hold |
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|
2017
Q2 | $331K | Sell |
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|
2017
Q1 | $3.64M | Sell |
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|
2016
Q4 | $3.73M | Sell |
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|
2016
Q3 | $3.57M | Sell |
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|
2016
Q2 | $3.5M | Sell |
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|
2016
Q1 | $3.5M | Sell |
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|
2015
Q4 | $4.71M | Buy |
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|
2015
Q3 | $4.53M | Sell |
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|
2015
Q2 | $5.05M | Buy |
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|
2015
Q1 | $5.01M | Sell |
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|
2014
Q4 | $48.6K | Sell |
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|
2014
Q3 | $4.71M | Buy |
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|
2014
Q2 | $4.87M | Buy |
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|
2014
Q1 | $4.65M | Sell |
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|
2013
Q4 | $4.55M | Buy |
|