Ironwood Wealth Management (Arizona)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Sell |
58,096
-8,910
| -13% | -$5.53M | 13.17% | 4 |
|
|
2025
Q1 | $37.7M | Buy |
67,006
+901
| +1% | +$506K | 11.56% | 4 |
|
|
2024
Q4 | $38.9M | Sell |
66,105
-3,681
| -5% | -$2.17M | 12.07% | 4 |
|
|
2024
Q3 | $40.3M | Buy |
69,786
+1,425
| +2% | +$822K | 12.11% | 4 |
|
|
2024
Q2 | $37.4M | Sell |
68,361
-6,718
| -9% | -$3.68M | 12.21% | 4 |
|
|
2024
Q1 | $39.5M | Sell |
75,079
-1,519
| -2% | -$799K | 12.8% | 4 |
|
|
2023
Q4 | $36.6M | Buy |
76,598
+2,411
| +3% | +$1.15M | 12.21% | 4 |
|
|
2023
Q3 | $31.9M | Sell |
74,187
-19,724
| -21% | -$8.47M | 13% | 3 |
|
|
2023
Q2 | $41.9M | Buy |
93,911
+2,661
| +3% | +$1.19M | 15.58% | 1 |
|
|
2023
Q1 | $37.5M | Buy |
91,250
+4,018
| +5% | +$1.65M | 14.81% | 1 |
|
|
2022
Q4 | $33.5M | Sell |
87,232
-860
| -1% | -$330K | 13.99% | 2 |
|
|
2022
Q3 | $33.4M | Hold |
88,092
| – | – | 14.94% | 2 |
|
|
2022
Q2 | $33.4M | Buy |
88,092
+5,226
| +6% | +$1.98M | 14.94% | 2 |
|
|
2022
Q1 | $37.6M | Sell |
82,866
-9,885
| -11% | -$4.48M | 15.44% | 2 |
|
|
2021
Q4 | $44.2M | Buy |
92,751
+2,284
| +3% | +$1.09M | 19.3% | 2 |
|
|
2021
Q3 | $39M | Buy |
90,467
+12,560
| +16% | +$5.41M | 18.35% | 3 |
|
|
2021
Q2 | $33.5M | Buy |
77,907
+1,646
| +2% | +$707K | 19.29% | 2 |
|
|
2021
Q1 | $30.3M | Buy |
76,261
+1,663
| +2% | +$662K | 19.45% | 2 |
|
|
2020
Q4 | $28M | Buy |
74,598
+7,441
| +11% | +$2.79M | 17.4% | 2 |
|
|
2020
Q3 | $20.8M | Hold |
67,157
| – | – | 15.41% | 3 |
|
|
2020
Q2 | $20.8M | Buy |
67,157
+2,566
| +4% | +$795K | 15.41% | 3 |
|
|
2020
Q1 | $16.7M | Buy |
64,591
+13,272
| +26% | +$3.43M | 13.98% | 3 |
|
|
2019
Q4 | $16.6M | Buy |
51,319
+28,642
| +126% | +$9.26M | 11.57% | 2 |
|
|
2019
Q3 | $6.77M | Buy |
22,677
+1,145
| +5% | +$342K | 5.05% | 8 |
|
|
2019
Q2 | $6.35M | Buy |
21,532
+9,143
| +74% | +$2.69M | 4.86% | 8 |
|
|
2019
Q1 | $3.53M | Buy |
12,389
+190
| +2% | +$54.1K | 3.01% | 11 |
|
|
2018
Q4 | $3.07M | Buy |
12,199
+979
| +9% | +$246K | 2.96% | 11 |
|
|
2018
Q3 | $3.28M | Sell |
11,220
-192
| -2% | -$56.2K | 2.9% | 10 |
|
|
2018
Q2 | $3.12M | Buy |
+11,412
| New | +$3.12M | 2.92% | 10 |
|
|
2017
Q3 | $3.58M | Buy |
+14,162
| New | +$3.58M | 3.35% | 8 |
|