Ironwood Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.04M | Buy |
1,503
+143
| +11% | +$95.3K | 0.16% | 91 |
|
|
2026
Q1 | $812K | Sell |
1,360
-1
| -0.1% | -$625 | 0.14% | 92 |
|
|
2025
Q4 | $870K | Sell |
1,361
-7
| -0.5% | -$4.35K | 0.15% | 89 |
|
|
2025
Q3 | $838K | Buy |
1,368
+102
| +8% | +$60.1K | 0.15% | 92 |
|
|
2025
Q2 | $651K | Hold |
1,266
| – | – | 0.14% | 97 |
|
|
2025
Q1 | $651K | Sell |
1,266
-403
| -24% | -$218K | 0.14% | 97 |
|
|
2024
Q4 | $899K | Buy |
1,669
+127
| +8% | +$68.8K | 0.19% | 76 |
|
|
2024
Q3 | $814K | Buy |
1,542
+75
| +5% | +$38.1K | 0.17% | 81 |
|
|
2024
Q2 | $734K | Buy |
1,467
+23
| +2% | +$11.1K | 0.16% | 89 |
|
|
2024
Q1 | $694K | Buy |
1,444
+11
| +0.8% | +$5.03K | 0.16% | 93 |
|
|
2023
Q4 | $626K | Buy |
1,433
+58
| +4% | +$23.7K | 0.15% | 95 |
|
|
2023
Q3 | $540K | Buy |
1,375
+245
| +22% | +$100K | 0.15% | 87 |
|
|
2023
Q2 | $460K | Hold |
1,130
| – | – | 0.12% | 99 |
|
|
2023
Q1 | $425K | Buy |
1,130
+65
| +6% | +$23.8K | 0.12% | 102 |
|
|
2022
Q4 | $374K | Buy |
+1,065
| New | +$376K | 0.12% | 102 |
|
|
2022
Q2 | – | Sell |
-487
| Closed | -$202K | – | 125 |
|
|
2022
Q1 | $202K | Sell |
487
-81
| -14% | -$33.2K | 0.06% | 121 |
|
|
2021
Q4 | $248K | Buy |
568
+4
| +0.7% | +$1.69K | 0.07% | 113 |
|
|
2021
Q3 | $222K | Hold |
564
| – | – | 0.07% | 112 |
|
|
2021
Q2 | $222K | Buy |
564
+466
| +476% | +$179K | 0.07% | 109 |
|
|
2021
Q1 | $36K | Hold |
98
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $34K | Hold |
98
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $30K | Hold |
98
| – | – | 0.02% | 149 |
|
|
2020
Q2 | $28K | Hold |
98
| – | – | 0.02% | 150 |
|
|
2020
Q1 | $23K | Hold |
98
| – | – | 0.02% | 140 |
|
|
2019
Q4 | $29K | Hold |
98
| – | – | 0.01% | 164 |
|
|
2019
Q3 | $27K | Hold |
98
| – | – | 0.01% | 171 |
|
|
2019
Q2 | $26K | Hold |
98
| – | – | 0.01% | 175 |
|
|
2019
Q1 | $25K | Hold |
98
| – | – | 0.01% | 173 |
|
|
2018
Q4 | $23K | Hold |
98
| – | – | 0.01% | 166 |
|
|
2018
Q3 | $26K | Buy |
+98
| New | +$25.6K | 0.01% | 170 |
|
|
2015
Q3 | $8K | Buy |
47
+14
| +42% | +$2.6K | ﹤0.01% | 226 |
|
|
2015
Q2 | $7K | Hold |
33
| – | – | ﹤0.01% | 223 |
|
|
2015
Q1 | $7K | Hold |
33
| – | – | ﹤0.01% | 228 |
|
|
2014
Q4 | $6K | Buy |
+33
| New | +$6.08K | ﹤0.01% | 207 |
|
Other funds holding VOO
Ironwood Financial's VOO Position: Q2 2026 in Review
Ironwood Financial increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $95.3K and bringing the position to 1,503 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #91.
Ironwood Financial first reported a position in VOO in Q4 2014 and has held it in 34 quarters since. 4,019 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Ironwood Financial held 1,503 shares of Vanguard S&P 500 ETF worth $1.04M as of Q2 2026.
- Ironwood Financial bought 143 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $95.3K.
- Vanguard S&P 500 ETF made up 0.16% of Ironwood Financial's portfolio in Q2 2026, its #91 holding.
- Ironwood Financial first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 34 quarters since.
- 4,019 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.