IRON Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

IRON Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,219	Closed	-$361K	–	121
2019 Q4	$361K	Buy	+1,219	New	+$345K	0.17%	82
2019 Q3	–	Sell	-832	Closed	-$216K	–	106
2019 Q2	$216K	Sell	832 -250	-23%	-$66.1K	0.2%	79
2019 Q1	$281K	Buy	+1,082	New	+$270K	0.18%	75
2018 Q4	–	Sell	-1,522	Closed	-$406K	–	86
2018 Q3	$406K	Buy	1,522 +405	+36%	+$106K	0.27%	53
2018 Q2	$279K	Buy	1,117 +67	+6%	+$16.6K	0.15%	76
2018 Q1	$254K	Hold	1,050	–	–	0.16%	77
2017 Q4	$258K	Hold	1,050	–	–	0.18%	67
2017 Q3	$242K	Sell	1,050 -131	-11%	-$29.7K	0.18%	64
2017 Q2	$262K	Buy	+1,181	New	+$260K	0.23%	68

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IRON Financial's VOO Position: Q1 2020 in Review

IRON Financial sold out of Vanguard S&P 500 ETF (VOO) in Q1 2020, closing a stake of 1,219 shares — an estimated $361K sold.

IRON Financial first reported a position in VOO in Q2 2017 and held it in 9 quarters. The position peaked at $406K in Q3 2018. 1,337 funds tracked by Wall St. Rank hold VOO as of Q1 2020.

IRON Financial reported no remaining Vanguard S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
IRON Financial sold 1,219 Vanguard S&P 500 ETF shares in Q1 2020, an estimated $361K.
IRON Financial first reported a position in Vanguard S&P 500 ETF in Q2 2017 and held it in 9 quarters.
IRON Financial's Vanguard S&P 500 ETF position peaked at $406K in Q3 2018.
1,337 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2020.

Based on IRON Financial's 13F filing for Q1 2020, filed 20 Apr 2020.