DWM
SLYV icon

Diversify Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.07M Sell
24,548
-4,463
-15% -$376K 0.13% 175
2025
Q1
$2.15M Sell
29,011
-1,063
-4% -$78.9K 0.16% 160
2024
Q4
$2.56M Sell
30,074
-724
-2% -$61.5K 0.2% 133
2024
Q3
$2.63M Buy
+30,798
New +$2.63M 0.25% 100