IHWM
Iron Horse Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Buy |
37,393
+602
| +2% | +$372K | 6.82% | 5 |
|
|
2025
Q1 | $20.6M | Buy |
36,791
+634
| +2% | +$355K | 6.61% | 4 |
|
|
2024
Q4 | $21.2M | Buy |
36,157
+994
| +3% | +$583K | 7.11% | 6 |
|
|
2024
Q3 | $20.2M | Buy |
35,163
+1,499
| +4% | +$860K | 6.9% | 6 |
|
|
2024
Q2 | $18.3M | Buy |
33,664
+1,023
| +3% | +$557K | 7% | 6 |
|
|
2024
Q1 | $17.1M | Buy |
32,641
+1,450
| +5% | +$758K | 6.75% | 6 |
|
|
2023
Q4 | $14.8M | Buy |
31,191
+1,162
| +4% | +$552K | 6.48% | 6 |
|
|
2023
Q3 | $12.8M | Buy |
30,029
+1,405
| +5% | +$601K | 6.3% | 6 |
|
|
2023
Q2 | $12.7M | Buy |
28,624
+5,554
| +24% | +$2.46M | 6.23% | 6 |
|
|
2023
Q1 | $9.44M | Buy |
23,070
+1,543
| +7% | +$632K | 4.72% | 9 |
|
|
2022
Q4 | $8.23M | Buy |
21,527
+12,815
| +147% | +$4.9M | 4.44% | 9 |
|
|
2022
Q3 | $3.11M | Buy |
8,712
+8,588
| +6,926% | +$3.07M | 4.49% | 9 |
|
|
2022
Q2 | $47K | Hold |
124
| – | – | 0.03% | 69 |
|
|
2022
Q1 | $56K | Buy |
124
+20
| +19% | +$9.03K | 0.03% | 70 |
|
|
2021
Q4 | $49K | Hold |
104
| – | – | 0.03% | 69 |
|
|
2021
Q3 | $45K | Hold |
104
| – | – | 0.03% | 66 |
|
|
2021
Q2 | $45K | Hold |
104
| – | – | 0.03% | 69 |
|
|
2021
Q1 | $41K | Hold |
104
| – | – | 0.03% | 67 |
|
|
2020
Q4 | $39K | Buy |
+104
| New | +$39K | 0.03% | 66 |
|