IHWM
Iron Horse Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
7,969
-116
| -1% | -$11.1K | 0.22% | 23 |
|
|
2025
Q1 | $650K | Sell |
8,085
-436
| -5% | -$35K | 0.21% | 24 |
|
|
2024
Q4 | $749K | Sell |
8,521
-137
| -2% | -$12K | 0.25% | 21 |
|
|
2024
Q3 | $718K | Sell |
8,658
-79
| -0.9% | -$6.55K | 0.25% | 20 |
|
|
2024
Q2 | $700K | Sell |
8,737
-61
| -0.7% | -$4.89K | 0.27% | 19 |
|
|
2024
Q1 | $644K | Sell |
8,798
-4,853
| -36% | -$355K | 0.25% | 19 |
|
|
2023
Q4 | $888K | Sell |
13,651
-54
| -0.4% | -$3.51K | 0.39% | 18 |
|
|
2023
Q3 | $812K | Buy |
13,705
+77
| +0.6% | +$4.57K | 0.4% | 19 |
|
|
2023
Q2 | $831K | Sell |
13,628
-6,705
| -33% | -$409K | 0.41% | 19 |
|
|
2023
Q1 | $1.13M | Sell |
20,333
-311
| -2% | -$17.2K | 0.56% | 19 |
|
|
2022
Q4 | $1.05M | Buy |
20,644
+14,279
| +224% | +$723K | 0.56% | 19 |
|
|
2022
Q3 | $319K | Sell |
6,365
-251,526
| -98% | -$12.6M | 0.46% | 21 |
|
|
2022
Q2 | $13.5M | Buy |
257,891
+33,732
| +15% | +$1.76M | 7.67% | 2 |
|
|
2022
Q1 | $14.8M | Buy |
224,159
+14,139
| +7% | +$936K | 8.15% | 2 |
|
|
2021
Q4 | $15.2M | Buy |
210,020
+15,146
| +8% | +$1.1M | 8.55% | 2 |
|
|
2021
Q3 | $12.5M | Buy |
194,874
+374
| +0.2% | +$23.9K | 7.74% | 4 |
|
|
2021
Q2 | $12.2M | Sell |
194,500
-4,867
| -2% | -$306K | 8.08% | 4 |
|
|
2021
Q1 | $11.2M | Buy |
199,367
+3,359
| +2% | +$189K | 8.42% | 4 |
|
|
2020
Q4 | $10.8M | Buy |
+196,008
| New | +$10.8M | 8.68% | 4 |
|