IF
Ironwood Financial’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 | $2.81M | Hold |
5,023
| – | – | 0.6% | 41 |
|
|
2025
Q1 | $2.81M | Sell |
5,023
-137
| -3% | -$76.6K | 0.6% | 41 |
|
|
2024
Q4 | $3.02M | Sell |
5,160
-112
| -2% | -$65.6K | 0.63% | 39 |
|
|
2024
Q3 | $3.02M | Buy |
5,272
+296
| +6% | +$170K | 0.64% | 37 |
|
|
2024
Q2 | $2.71M | Sell |
4,976
-204
| -4% | -$111K | 0.61% | 41 |
|
|
2024
Q1 | $2.71M | Sell |
5,180
-65
| -1% | -$34K | 0.62% | 41 |
|
|
2023
Q4 | $2.49M | Buy |
5,245
+144
| +3% | +$68.4K | 0.6% | 35 |
|
|
2023
Q3 | $2.18M | Sell |
5,101
-18
| -0.4% | -$7.7K | 0.59% | 38 |
|
|
2023
Q2 | $2.27M | Buy |
5,119
+48
| +0.9% | +$21.3K | 0.6% | 37 |
|
|
2023
Q1 | $2.08M | Buy |
5,071
+14
| +0.3% | +$5.73K | 0.58% | 34 |
|
|
2022
Q4 | $1.93M | Buy |
5,057
+538
| +12% | +$206K | 0.6% | 34 |
|
|
2022
Q3 | $1.61M | Buy |
4,519
+182
| +4% | +$65K | 0.54% | 39 |
|
|
2022
Q2 | $1.64M | Buy |
4,337
+157
| +4% | +$59.2K | 0.53% | 42 |
|
|
2022
Q1 | $1.89M | Buy |
4,180
+419
| +11% | +$189K | 0.53% | 38 |
|
|
2021
Q4 | $1.79M | Buy |
3,761
+104
| +3% | +$49.4K | 0.49% | 42 |
|
|
2021
Q3 | $1.57M | Sell |
3,657
-16
| -0.4% | -$6.87K | 0.46% | 42 |
|
|
2021
Q2 | $1.57M | Buy |
3,673
+5
| +0.1% | +$2.14K | 0.47% | 41 |
|
|
2021
Q1 | $1.45M | Buy |
3,668
+155
| +4% | +$61.4K | 0.47% | 38 |
|
|
2020
Q4 | $1.31M | Buy |
3,513
+59
| +2% | +$22.1K | 0.49% | 34 |
|
|
2020
Q3 | $1.16M | Buy |
3,454
+2,324
| +206% | +$778K | 0.58% | 31 |
|
|
2020
Q2 | $348K | Hold |
1,130
| – | – | 0.19% | 46 |
|
|
2020
Q1 | $291K | Sell |
1,130
-9,986
| -90% | -$2.57M | 0.2% | 31 |
|
|
2019
Q4 | $3.58M | Sell |
11,116
-293
| -3% | -$94.3K | 1.64% | 13 |
|
|
2019
Q3 | $3.39M | Sell |
11,409
-24
| -0.2% | -$7.12K | 1.62% | 14 |
|
|
2019
Q2 | $3.35M | Sell |
11,433
-137
| -1% | -$40.1K | 1.64% | 15 |
|
|
2019
Q1 | $3.27M | Buy |
11,570
+127
| +1% | +$35.9K | 1.69% | 15 |
|
|
2018
Q4 | $2.86M | Buy |
11,443
+729
| +7% | +$182K | 1.61% | 14 |
|
|
2018
Q3 | $3.12M | Buy |
10,714
+73
| +0.7% | +$21.2K | 1.65% | 13 |
|
|
2018
Q2 | $2.89M | Buy |
10,641
+485
| +5% | +$132K | 1.67% | 13 |
|
|
2018
Q1 | $2.67M | Buy |
10,156
+108
| +1% | +$28.4K | 2.9% | 5 |
|
|
2017
Q4 | $2.68M | Sell |
10,048
-150
| -1% | -$40K | 1.61% | 13 |
|
|
2017
Q3 | $2.56M | Buy |
10,198
+227
| +2% | +$57K | 1.58% | 15 |
|
|
2017
Q2 | $2.41M | Buy |
9,971
+332
| +3% | +$80.3K | 1.55% | 11 |
|
|
2017
Q1 | $2.27M | Sell |
9,639
-226
| -2% | -$53.3K | 1.51% | 11 |
|
|
2016
Q4 | $2.21M | Sell |
9,865
-4,612
| -32% | -$1.03M | 1.55% | 12 |
|
|
2016
Q3 | $3.13M | Buy |
14,477
+3,211
| +29% | +$694K | 2.24% | 11 |
|
|
2016
Q2 | $2.36M | Buy |
11,266
+830
| +8% | +$174K | 1.76% | 11 |
|
|
2016
Q1 | $2.15M | Buy |
+10,436
| New | +$2.15M | 1.66% | 14 |
|
|
2015
Q3 | $2.68M | Buy |
13,967
+1,026
| +8% | +$197K | 1.32% | 20 |
|
|
2015
Q2 | $2.66M | Sell |
12,941
-95
| -0.7% | -$19.6K | 1.26% | 21 |
|
|
2015
Q1 | $2.69M | Sell |
13,036
-562
| -4% | -$116K | 1.29% | 21 |
|
|
2014
Q4 | $2.79M | Buy |
+13,598
| New | +$2.79M | 1.54% | 18 |
|