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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$84.9K	Sell	1,065 -52	-5%	-$3.94K	0.03%	99
2025 Q1	$87.6K	Hold	1,117	–	–	0.03%	85
2024 Q4	$97.5K	Hold	1,117	–	–	0.03%	76
2024 Q3	$97K	Buy	1,117 +80	+8%	+$6.7K	0.03%	69
2024 Q2	$81.2K	Hold	1,037	–	–	0.03%	71
2024 Q1	$86K	Hold	1,037	–	–	0.03%	64
2023 Q4	$86.4K	Sell	1,037 -6	-0.6%	-$444	0.04%	63
2023 Q3	$75.5K	Sell	1,043 -51	-5%	-$3.94K	0.04%	64
2023 Q2	$84.4K	Sell	1,094 -789	-42%	-$58.7K	0.04%	58
2023 Q1	$143K	Buy	1,883 +57	+3%	+$4.53K	0.07%	42
2022 Q4	$136K	Buy	1,826 +1,297	+245%	+$97.3K	0.07%	43
2022 Q3	$36K	Sell	529 -1,636	-76%	-$123K	0.05%	48
2022 Q2	$157K	Sell	2,165 -2	-0.1%	-$156	0.09%	37
2022 Q1	$181K	Hold	2,167	–	–	0.1%	39
2021 Q4	$184K	Hold	2,167	–	–	0.1%	41
2021 Q3	$178K	Sell	2,167 -191	-8%	-$15.7K	0.11%	40
2021 Q2	$202K	Sell	2,358 -98	-4%	-$8.34K	0.13%	38
2021 Q1	$201K	Sell	2,456 -69	-3%	-$5.32K	0.15%	37
2020 Q4	$167K	Buy	+2,525	New	+$150K	0.13%	39

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Iron Horse Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.7% in Q2 2025, selling an estimated $3.94K and leaving 1,065 shares worth $84.9K. The position accounts for 0.03% of the portfolio, ranked #99.

Iron Horse Wealth Management first reported a position in SLYV in Q4 2020 and has held it in 19 quarters since. The position peaked at $202K in Q2 2021. 551 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

Iron Horse Wealth Management held 1,065 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $84.9K as of Q2 2025.
Iron Horse Wealth Management sold 52 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $3.94K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #99 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $202K in Q2 2021.
551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

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