Iron Horse Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Iron Horse Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$643K	Buy	1,035 +34	+3%	+$19.5K	0.19%	25
2025 Q1	$562K	Buy	1,001 +11	+1%	+$6.5K	0.18%	28
2024 Q4	$583K	Sell	990 -20	-2%	-$11.8K	0.2%	24
2024 Q3	$583K	Buy	1,010 +105	+12%	+$58.4K	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%	-$71.6K	0.19%	25
2023 Q3	$457K	Buy	1,065 +235	+28%	+$105K	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	+$320K	0.17%	28
2022 Q3	–	Sell	-837	Closed	-$317K	–	214
2022 Q2	$317K	Buy	837 +7	+0.8%	+$2.88K	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	+$295K	0.25%	26

Other funds holding IVV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Iron Horse Wealth Management's IVV Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2025, buying an estimated $19.5K and bringing the position to 1,035 shares worth $643K. The position accounts for 0.19% of the portfolio, ranked #25.

Iron Horse Wealth Management first reported a position in IVV in Q4 2020 and has held it in 18 quarters since. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Iron Horse Wealth Management held 1,035 shares of iShares Core S&P 500 ETF worth $643K as of Q2 2025.
Iron Horse Wealth Management bought 34 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $19.5K.
iShares Core S&P 500 ETF made up 0.19% of Iron Horse Wealth Management's portfolio in Q2 2025, its #25 holding.
Iron Horse Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.