iShares S&P 500 Index shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $643k | 1.0k | 620.90 |
| 2025-03-31 | $563k | 1.0k | 561.90 |
| 2024-12-31 | $583k | 990 | 588.68 |
| 2024-09-30 | $583k | 1.0k | 576.82 |
| 2024-06-30 | $495k | 905 | 547.23 |
| 2024-03-31 | $476k | 905 | 525.73 |
| 2023-12-31 | $432k | 905 | 477.63 |
| 2023-09-30 | $457k | 1.1k | 429.43 |
| 2023-06-30 | $370k | 830 | 445.71 |
| 2023-03-31 | $341k | 830 | 411.08 |
| 2022-12-31 | $319k | 830 | 384.34 |
| 2022-06-30 | $317k | 837 | 378.73 |
| 2022-03-31 | $377k | 830 | 454.22 |
| 2021-12-31 | $396k | 830 | 477.11 |
| 2021-09-30 | $358k | 830 | 431.33 |
| 2021-06-30 | $357k | 830 | 430.12 |
| 2021-03-31 | $330k | 830 | 397.59 |
| 2020-12-31 | $312k | 830 | 375.90 |
More positions owned by Iron Horse Wealth Management
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