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Iron Horse Wealth Management’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Iron Horse Wealth Management’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33
Closed -$5.29K – 518
2023
Q4 		$5.29K Buy
+33
New +$4.91K ﹤0.01% 254

Other funds holding VLU

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IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Iron Horse Wealth Management's VLU Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2024, closing a stake of 33 shares — an estimated $5.29K sold.

Iron Horse Wealth Management first reported a position in VLU in Q4 2023 and held it in 1 quarter. The position peaked at $5.29K in Q4 2023. 64 funds tracked by Wall St. Rank hold VLU as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 33 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2024, an estimated $5.29K.
  • Iron Horse Wealth Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $5.29K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.