IRON Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
5,515
+9
| +0.2% | +$945 | 0.3% | 56 |
|
|
2025
Q1 | $543K | Buy |
5,506
+17
| +0.3% | +$1.68K | 0.3% | 53 |
|
|
2024
Q4 | $579K | Buy |
5,489
+38
| +0.7% | +$4.01K | 0.33% | 50 |
|
|
2024
Q3 | $576K | Buy |
5,451
+19
| +0.3% | +$2.01K | 0.31% | 54 |
|
|
2024
Q2 | $538K | Hold |
5,432
| – | – | 0.3% | 60 |
|
|
2024
Q1 | $560K | Buy |
5,432
+11
| +0.2% | +$1.13K | 0.31% | 59 |
|
|
2023
Q4 | $509K | Buy |
5,421
+41
| +0.8% | +$3.85K | 0.29% | 57 |
|
|
2023
Q3 | $455K | Buy |
5,380
+16
| +0.3% | +$1.35K | 0.26% | 60 |
|
|
2023
Q2 | $475K | Hold |
5,364
| – | – | 0.26% | 55 |
|
|
2023
Q1 | $454K | Buy |
5,364
+14
| +0.3% | +$1.19K | 0.25% | 57 |
|
|
2022
Q4 | $438K | Buy |
5,350
+54
| +1% | +$4.42K | 0.25% | 59 |
|
|
2022
Q3 | $393K | Hold |
5,296
| – | – | 0.22% | 64 |
|
|
2022
Q2 | $405K | Buy |
5,296
+18
| +0.3% | +$1.38K | 0.21% | 65 |
|
|
2022
Q1 | $480K | Buy |
5,278
+10
| +0.2% | +$909 | 0.22% | 62 |
|
|
2021
Q4 | $504K | Buy |
5,268
+38
| +0.7% | +$3.64K | 0.22% | 55 |
|
|
2021
Q3 | $466K | Hold |
5,230
| – | – | 0.22% | 58 |
|
|
2021
Q2 | $476K | Buy |
5,230
+14
| +0.3% | +$1.27K | 0.22% | 59 |
|
|
2021
Q1 | $460K | Sell |
5,216
-122
| -2% | -$10.8K | 0.24% | 45 |
|
|
2020
Q4 | $415K | Buy |
5,338
+154
| +3% | +$12K | 0.21% | 49 |
|
|
2020
Q3 | $325K | Buy |
5,184
+14
| +0.3% | +$878 | 0.18% | 66 |
|
|
2020
Q2 | $311K | Buy |
5,170
+20
| +0.4% | +$1.2K | 0.16% | 77 |
|
|
2020
Q1 | $251K | Buy |
5,150
+14
| +0.3% | +$682 | 0.16% | 82 |
|
|
2019
Q4 | $357K | Buy |
5,136
+46
| +0.9% | +$3.2K | 0.17% | 83 |
|
|
2019
Q3 | $332K | Sell |
5,090
-538
| -10% | -$35.1K | 0.25% | 74 |
|
|
2019
Q2 | $360K | Hold |
5,628
| – | – | 0.34% | 62 |
|
|
2019
Q1 | $360K | Hold |
5,628
| – | – | 0.23% | 62 |
|
|
2018
Q4 | $315K | Hold |
5,628
| – | – | 0.25% | 58 |
|
|
2018
Q3 | $383K | Hold |
5,628
| – | – | 0.26% | 57 |
|
|
2018
Q2 | $370K | Hold |
5,628
| – | – | 0.2% | 68 |
|
|
2018
Q1 | $357K | Hold |
5,628
| – | – | 0.23% | 68 |
|
|
2017
Q4 | $360K | Hold |
5,628
| – | – | 0.25% | 57 |
|
|
2017
Q3 | $340K | Hold |
5,628
| – | – | 0.26% | 55 |
|
|
2017
Q2 | $331K | Sell |
5,628
-57,242
| -91% | -$3.37M | 0.29% | 62 |
|
|
2017
Q1 | $3.64M | Sell |
62,870
-4,104
| -6% | -$237K | 2.62% | 9 |
|
|
2016
Q4 | $3.73M | Sell |
66,974
-1,356
| -2% | -$75.5K | 2.55% | 8 |
|
|
2016
Q3 | $3.57M | Sell |
68,330
-1,436
| -2% | -$75.1K | 4.36% | 6 |
|
|
2016
Q2 | $3.5M | Sell |
69,766
-2,418
| -3% | -$121K | 4.51% | 6 |
|
|
2016
Q1 | $3.51M | Sell |
72,184
-28,168
| -28% | -$1.37M | 3.54% | 7 |
|
|
2015
Q4 | $4.71M | Buy |
100,352
+1,928
| +2% | +$90.5K | 4% | 8 |
|
|
2015
Q3 | $4.53M | Sell |
98,424
-1,136
| -1% | -$52.2K | 3.01% | 10 |
|
|
2015
Q2 | $5.05M | Buy |
99,560
+1,830
| +2% | +$92.9K | 4.76% | 6 |
|
|
2015
Q1 | $5.01M | Sell |
97,730
-1,958
| -2% | -$100K | 3.91% | 6 |
|
|
2014
Q4 | $48.6K | Sell |
99,688
-1,664
| -2% | -$811 | 4.91% | 6 |
|
|
2014
Q3 | $4.71M | Buy |
101,352
+600
| +0.6% | +$27.9K | 6% | 6 |
|
|
2014
Q2 | $4.87M | Buy |
100,752
+452
| +0.5% | +$21.8K | 4.31% | 6 |
|
|
2014
Q1 | $4.65M | Sell |
100,300
-726
| -0.7% | -$33.6K | 3.53% | 7 |
|
|
2013
Q4 | $4.55M | Buy |
+101,026
| New | +$4.55M | 4.64% | 7 |
|