Iron Horse Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $990K | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $974K | Buy |
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|
2022
Q3 | $615K | Sell |
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|
2022
Q2 | $933K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $957K | Buy |
|