Iron Horse Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$79.3K	Buy	894 +10	+1%	+$836	0.02%	104
2025 Q1	$73.4K	Buy	884 +253	+40%	+$22.6K	0.02%	97
2024 Q4	$57K	Buy	631 +47	+8%	+$4.44K	0.02%	105
2024 Q3	$54.4K	Hold	584	–	–	0.02%	103
2024 Q2	$50.1K	Hold	584	–	–	0.02%	102
2024 Q1	$50.9K	Hold	584	–	–	0.02%	86
2023 Q4	$48.8K	Hold	584	–	–	0.02%	81
2023 Q3	$42.8K	Sell	584 -48	-8%	-$3.7K	0.02%	84
2023 Q2	$48.6K	Sell	632 -352	-36%	-$25.7K	0.02%	76
2023 Q1	$72.6K	Buy	984 +3	+0.3%	+$226	0.04%	64
2022 Q4	$71K	Buy	981 +705	+255%	+$51.9K	0.04%	64
2022 Q3	$19K	Sell	276 -905	-77%	-$67.9K	0.03%	69
2022 Q2	$83K	Hold	1,181	–	–	0.05%	55
2022 Q1	$99K	Hold	1,181	–	–	0.05%	57
2021 Q4	$110K	Hold	1,181	–	–	0.06%	57
2021 Q3	$103K	Sell	1,181 -92	-7%	-$8.12K	0.06%	52
2021 Q2	$113K	Sell	1,273 -44	-3%	-$3.83K	0.07%	53
2021 Q1	$113K	Sell	1,317 -26	-2%	-$2.21K	0.08%	52
2020 Q4	$103K	Buy	+1,343	New	+$91.6K	0.08%	50

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return