Ironwood Wealth Management (West Virginia)’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 | $16.4M | Sell |
26,290
-249
| -0.9% | -$155K | 7.74% | 6 |
|
|
2025
Q1 | $14M | Sell |
26,539
-914
| -3% | -$482K | 7.29% | 6 |
|
|
2024
Q4 | $16M | Sell |
27,453
-472
| -2% | -$275K | 7.9% | 6 |
|
|
2024
Q3 | $16.1M | Sell |
27,925
-467
| -2% | -$269K | 7.88% | 6 |
|
|
2024
Q2 | $15.9M | Sell |
28,392
-143
| -0.5% | -$80K | 8.04% | 7 |
|
|
2024
Q1 | $14.9M | Sell |
28,535
-240
| -0.8% | -$125K | 7.79% | 7 |
|
|
2023
Q4 | $13.8M | Sell |
28,775
-251
| -0.9% | -$120K | 7.53% | 7 |
|
|
2023
Q3 | $12.4M | Sell |
29,026
-236
| -0.8% | -$101K | 7.39% | 7 |
|
|
2023
Q2 | $12.9M | Sell |
29,262
-83
| -0.3% | -$36.7K | 7.53% | 7 |
|
|
2023
Q1 | $12.1M | Sell |
29,345
-186
| -0.6% | -$76.4K | 7.19% | 7 |
|
|
2022
Q4 | $11.8M | Buy |
29,531
+246
| +0.8% | +$98.1K | 6.9% | 7 |
|
|
2022
Q3 | $10.7M | Buy |
29,285
+87
| +0.3% | +$31.7K | 7.67% | 6 |
|
|
2022
Q2 | $11.4M | Buy |
29,198
+348
| +1% | +$136K | 7.83% | 6 |
|
|
2022
Q1 | $13.1M | Sell |
28,850
-8,318
| -22% | -$3.77M | 9.44% | 5 |
|
|
2021
Q4 | $17.7M | Sell |
37,168
-69
| -0.2% | -$32.9K | 12.41% | 3 |
|
|
2021
Q3 | $16M | Sell |
37,237
-4,630
| -11% | -$1.99M | 11.9% | 3 |
|
|
2021
Q2 | $18M | Buy |
41,867
+122
| +0.3% | +$52.4K | 12.91% | 2 |
|
|
2021
Q1 | $16.6M | Sell |
41,745
-4
| -0% | -$1.59K | 13.13% | 3 |
|
|
2020
Q4 | $15.7M | Buy |
+41,749
| New | +$15.7M | 14.12% | 2 |
|