IHWM
Iron Horse Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
1,035
+34
| +3% | +$21.1K | 0.19% | 25 |
|
|
2025
Q1 | $562K | Buy |
1,001
+11
| +1% | +$6.18K | 0.18% | 28 |
|
|
2024
Q4 | $583K | Sell |
990
-20
| -2% | -$11.8K | 0.2% | 24 |
|
|
2024
Q3 | $583K | Buy |
1,010
+105
| +12% | +$60.6K | 0.2% | 24 |
|
|
2024
Q2 | $495K | Hold |
905
| – | – | 0.19% | 25 |
|
|
2024
Q1 | $476K | Hold |
905
| – | – | 0.19% | 24 |
|
|
2023
Q4 | $432K | Sell |
905
-160
| -15% | -$76.4K | 0.19% | 25 |
|
|
2023
Q3 | $457K | Buy |
1,065
+235
| +28% | +$101K | 0.22% | 23 |
|
|
2023
Q2 | $370K | Hold |
830
| – | – | 0.18% | 27 |
|
|
2023
Q1 | $341K | Hold |
830
| – | – | 0.17% | 26 |
|
|
2022
Q4 | $319K | Buy |
+830
| New | +$319K | 0.17% | 28 |
|
|
2022
Q3 | – | Sell |
-837
| Closed | -$317K | – | 214 |
|
|
2022
Q2 | $317K | Buy |
837
+7
| +0.8% | +$2.65K | 0.18% | 27 |
|
|
2022
Q1 | $377K | Hold |
830
| – | – | 0.21% | 27 |
|
|
2021
Q4 | $396K | Hold |
830
| – | – | 0.22% | 26 |
|
|
2021
Q3 | $358K | Hold |
830
| – | – | 0.22% | 26 |
|
|
2021
Q2 | $357K | Hold |
830
| – | – | 0.24% | 27 |
|
|
2021
Q1 | $330K | Hold |
830
| – | – | 0.25% | 26 |
|
|
2020
Q4 | $312K | Buy |
+830
| New | +$312K | 0.25% | 26 |
|