IWMA
SLY

Ironwood Wealth Management (Arizona)’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio SLY Stock Details SLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-64,745
Closed -$5.44M – 45
2023
Q1 		$5.44M Sell
64,745
-2,485
-4% -$216K 2.15% 11
2022
Q4 		$5.53M Buy
67,230
+41,671
+163% +$3.47M 2.31% 11
2022
Q3 		$2.05M Hold
25,559
– – 0.92% 16
2022
Q2 		$2.05M Sell
25,559
-5,724
-18% -$494K 0.92% 16
2022
Q1 		$2.93M Buy
31,283
+8,142
+35% +$762K 1.2% 16
2021
Q4 		$2.3M Sell
23,141
-7
-0% -$692 1% 12
2021
Q3 		$2.19M Sell
23,148
-443
-2% -$42.2K 1.03% 12
2021
Q2 		$2.3M Sell
23,591
-3,148
-12% -$304K 1.32% 12
2021
Q1 		$2.51M Sell
26,739
-746
-3% -$67.6K 1.61% 10
2020
Q4 		$2.19M Sell
27,485
-1,494
-5% -$106K 1.36% 13
2020
Q3 		$1.71M Hold
28,979
– – 1.27% 15
2020
Q2 		$1.71M Buy
28,979
+6,255
+28% +$341K 1.27% 15
2020
Q1 		$1.1M Buy
22,724
+13,482
+146% +$868K 0.92% 18
2019
Q4 		$670K Sell
9,242
-828
-8% -$57.6K 0.47% 23
2019
Q3 		$677K Buy
10,070
+5,918
+143% +$396K 0.51% 22
2019
Q2 		$281K Buy
+4,152
New +$279K 0.22% 30

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SLY Position: Q2 2023 in Review

Ironwood Wealth Management (Arizona) sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 64,745 shares — an estimated $5.44M sold.

Ironwood Wealth Management (Arizona) first reported a position in SLY in Q2 2019 and held it in 16 quarters. The position peaked at $5.53M in Q4 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Ironwood Wealth Management (Arizona) reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 64,745 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $5.44M.
  • Ironwood Wealth Management (Arizona) first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2019 and held it in 16 quarters.
  • Ironwood Wealth Management (Arizona)'s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $5.53M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2023.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2023, filed 8 Aug 2023.