Iron Horse Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $495K | Hold |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $377K | Hold |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $357K | Hold |
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|
2021
Q1 | $330K | Hold |
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|
2020
Q4 | $312K | Buy |
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