Ironwood Wealth Management (West Virginia)’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 | $17.1M | Sell |
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|
2025
Q2 | $16.4M | Sell |
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|
2025
Q1 | $14M | Sell |
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|
2024
Q4 | $16M | Sell |
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|
2024
Q3 | $16.1M | Sell |
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|
2024
Q2 | $15.9M | Sell |
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|
2024
Q1 | $14.9M | Sell |
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|
2023
Q4 | $13.8M | Sell |
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|
2023
Q3 | $12.4M | Sell |
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|
2023
Q2 | $12.9M | Sell |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $11.8M | Buy |
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|
2022
Q3 | $10.7M | Buy |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $13.1M | Sell |
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|
2021
Q4 | $17.7M | Sell |
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|
2021
Q3 | $16M | Sell |
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|
2021
Q2 | $18M | Buy |
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|
2021
Q1 | $16.6M | Sell |
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|
2020
Q4 | $15.7M | Buy |
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