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

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