IHWM
Iron Horse Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
27,903
-350
| -1% | -$18.3K | 0.43% | 18 |
|
|
2025
Q1 | $1.44M | Buy |
28,253
+575
| +2% | +$29.4K | 0.46% | 18 |
|
|
2024
Q4 | $1.42M | Sell |
27,678
-1,648
| -6% | -$84.3K | 0.48% | 16 |
|
|
2024
Q3 | $1.55M | Buy |
29,326
+605
| +2% | +$32K | 0.53% | 16 |
|
|
2024
Q2 | $1.4M | Sell |
28,721
-671
| -2% | -$32.7K | 0.53% | 16 |
|
|
2024
Q1 | $1.47M | Buy |
29,392
+3,692
| +14% | +$185K | 0.58% | 16 |
|
|
2023
Q4 | $1.2M | Sell |
25,700
-412
| -2% | -$19.2K | 0.52% | 16 |
|
|
2023
Q3 | $1.08M | Buy |
26,112
+3,192
| +14% | +$132K | 0.53% | 16 |
|
|
2023
Q2 | $990K | Sell |
22,920
-1,721
| -7% | -$74.3K | 0.49% | 18 |
|
|
2023
Q1 | $1M | Sell |
24,641
-394
| -2% | -$16K | 0.5% | 20 |
|
|
2022
Q4 | $974K | Buy |
25,035
+7,218
| +41% | +$281K | 0.53% | 20 |
|
|
2022
Q3 | $615K | Sell |
17,817
-7,526
| -30% | -$260K | 0.89% | 19 |
|
|
2022
Q2 | $933K | Sell |
25,343
-1,266
| -5% | -$46.6K | 0.53% | 20 |
|
|
2022
Q1 | $1.11M | Sell |
26,609
-157
| -0.6% | -$6.56K | 0.61% | 20 |
|
|
2021
Q4 | $1.12M | Sell |
26,766
-95
| -0.4% | -$3.99K | 0.63% | 19 |
|
|
2021
Q3 | $1.05M | Sell |
26,861
-2,276
| -8% | -$88.8K | 0.65% | 19 |
|
|
2021
Q2 | $1.15M | Buy |
29,137
+572
| +2% | +$22.6K | 0.76% | 19 |
|
|
2021
Q1 | $1.08M | Buy |
28,565
+739
| +3% | +$28K | 0.81% | 18 |
|
|
2020
Q4 | $957K | Buy |
+27,826
| New | +$957K | 0.77% | 19 |
|