Ironwood Wealth Management (Arizona)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49M | Buy |
65,461
+172
| +0.3% | +$125K | 10.86% | 3 |
|
|
2026
Q1 | $42.6M | Buy |
65,289
+4,496
| +7% | +$3.07M | 12.23% | 4 |
|
|
2025
Q4 | $41.6M | Buy |
60,793
+2,803
| +5% | +$1.9M | 12.24% | 4 |
|
|
2025
Q3 | $38.8M | Sell |
57,990
-106
| -0.2% | -$68.3K | 13.01% | 5 |
|
|
2025
Q2 | $36.1M | Sell |
58,096
-8,910
| -13% | -$5.12M | 13.17% | 4 |
|
|
2025
Q1 | $37.7M | Buy |
67,006
+901
| +1% | +$532K | 11.56% | 4 |
|
|
2024
Q4 | $38.9M | Sell |
66,105
-3,681
| -5% | -$2.18M | 12.07% | 4 |
|
|
2024
Q3 | $40.3M | Buy |
69,786
+1,425
| +2% | +$792K | 12.11% | 4 |
|
|
2024
Q2 | $37.4M | Sell |
68,361
-6,718
| -9% | -$3.53M | 12.21% | 4 |
|
|
2024
Q1 | $39.5M | Sell |
75,079
-1,519
| -2% | -$760K | 12.8% | 4 |
|
|
2023
Q4 | $36.6M | Buy |
76,598
+2,411
| +3% | +$1.08M | 12.21% | 4 |
|
|
2023
Q3 | $31.9M | Sell |
74,187
-19,724
| -21% | -$8.82M | 13% | 3 |
|
|
2023
Q2 | $41.9M | Buy |
93,911
+2,661
| +3% | +$1.12M | 15.58% | 1 |
|
|
2023
Q1 | $37.5M | Buy |
91,250
+4,018
| +5% | +$1.61M | 14.81% | 1 |
|
|
2022
Q4 | $33.5M | Sell |
87,232
-860
| -1% | -$332K | 13.99% | 2 |
|
|
2022
Q3 | $33.4M | Hold |
88,092
| – | – | 14.94% | 2 |
|
|
2022
Q2 | $33.4M | Buy |
88,092
+5,226
| +6% | +$2.15M | 14.94% | 2 |
|
|
2022
Q1 | $37.6M | Sell |
82,866
-9,885
| -11% | -$4.42M | 15.44% | 2 |
|
|
2021
Q4 | $44.2M | Buy |
92,751
+2,284
| +3% | +$1.05M | 19.3% | 2 |
|
|
2021
Q3 | $39M | Buy |
90,467
+12,560
| +16% | +$5.57M | 18.35% | 3 |
|
|
2021
Q2 | $33.5M | Buy |
77,907
+1,646
| +2% | +$690K | 19.29% | 2 |
|
|
2021
Q1 | $30.3M | Buy |
76,261
+1,663
| +2% | +$644K | 19.45% | 2 |
|
|
2020
Q4 | $28M | Buy |
74,598
+7,441
| +11% | +$2.65M | 17.4% | 2 |
|
|
2020
Q3 | $20.8M | Hold |
67,157
| – | – | 15.41% | 3 |
|
|
2020
Q2 | $20.8M | Buy |
67,157
+2,566
| +4% | +$753K | 15.41% | 3 |
|
|
2020
Q1 | $16.7M | Buy |
64,591
+13,272
| +26% | +$4.07M | 13.98% | 3 |
|
|
2019
Q4 | $16.6M | Buy |
51,319
+28,642
| +126% | +$8.86M | 11.57% | 2 |
|
|
2019
Q3 | $6.77M | Buy |
22,677
+1,145
| +5% | +$340K | 5.05% | 8 |
|
|
2019
Q2 | $6.35M | Buy |
21,532
+9,143
| +74% | +$2.65M | 4.86% | 8 |
|
|
2019
Q1 | $3.52M | Buy |
12,389
+190
| +2% | +$52K | 3.01% | 11 |
|
|
2018
Q4 | $3.07M | Buy |
12,199
+979
| +9% | +$266K | 2.96% | 11 |
|
|
2018
Q3 | $3.28M | Sell |
11,220
-192
| -2% | -$55.1K | 2.9% | 10 |
|
|
2018
Q2 | $3.12M | Buy |
+11,412
| New | +$3.1M | 2.92% | 10 |
|
|
2017
Q3 | $3.58M | Buy |
+14,162
| New | +$3.52M | 3.35% | 8 |
|
Other funds holding IVV
CM
Ironwood Wealth Management (Arizona)'s IVV Position: Q2 2026 in Review
Ironwood Wealth Management (Arizona) increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q2 2026, buying an estimated $125K and bringing the position to 65,461 shares worth $49M. The position accounts for 10.86% of the portfolio, ranked #3.
Ironwood Wealth Management (Arizona) first reported a position in IVV in Q3 2017 and has held it in 34 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Ironwood Wealth Management (Arizona) held 65,461 shares of iShares Core S&P 500 ETF worth $49M as of Q2 2026.
- Ironwood Wealth Management (Arizona) bought 172 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $125K.
- iShares Core S&P 500 ETF made up 10.86% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #3 holding.
- Ironwood Wealth Management (Arizona) first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 34 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.