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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.8M | Sell |
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|
2025
Q2 | $36.1M | Sell |
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|
2025
Q1 | $37.7M | Buy |
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|
2024
Q4 | $38.9M | Sell |
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|
2024
Q3 | $40.3M | Buy |
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|
2024
Q2 | $37.4M | Sell |
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|
2024
Q1 | $39.5M | Sell |
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|
2023
Q4 | $36.6M | Buy |
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|
2023
Q3 | $31.9M | Sell |
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|
2023
Q2 | $41.9M | Buy |
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|
2023
Q1 | $37.5M | Buy |
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|
2022
Q4 | $33.5M | Sell |
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|
2022
Q3 | $33.4M | Hold |
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|
2022
Q2 | $33.4M | Buy |
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|
2022
Q1 | $37.6M | Sell |
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|
2021
Q4 | $44.2M | Buy |
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|
2021
Q3 | $39M | Buy |
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|
2021
Q2 | $33.5M | Buy |
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|
2021
Q1 | $30.3M | Buy |
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|
2020
Q4 | $28M | Buy |
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|
2020
Q3 | $20.8M | Hold |
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|
2020
Q2 | $20.8M | Buy |
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|
2020
Q1 | $16.7M | Buy |
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|
2019
Q4 | $16.6M | Buy |
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|
2019
Q3 | $6.77M | Buy |
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|
2019
Q2 | $6.35M | Buy |
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|
2019
Q1 | $3.52M | Buy |
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|
2018
Q4 | $3.07M | Buy |
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|
2018
Q3 | $3.28M | Sell |
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|
2018
Q2 | $3.12M | Buy |
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|
2017
Q3 | $3.58M | Buy |
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