IWP
IAG Wealth Partners’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6M | Buy |
83,064
+25,363
| +44% | +$2.01M | 0.87% | 28 |
|
|
2025
Q1 | $4.45M | Sell |
57,701
-1,204
| -2% | -$92.8K | 0.69% | 31 |
|
|
2024
Q4 | $4.72M | Sell |
58,905
-1,962
| -3% | -$157K | 0.83% | 29 |
|
|
2024
Q3 | $4.84M | Sell |
60,867
-843
| -1% | -$67K | 0.89% | 29 |
|
|
2024
Q2 | $4.5M | Sell |
61,710
-1,636
| -3% | -$119K | 0.9% | 27 |
|
|
2024
Q1 | $4.81M | Sell |
63,346
-1,104
| -2% | -$83.9K | 1.03% | 25 |
|
|
2023
Q4 | $4.73M | Buy |
64,450
+2,608
| +4% | +$191K | 1.08% | 23 |
|
|
2023
Q3 | $4.01M | Sell |
61,842
-4,551
| -7% | -$295K | 1.12% | 21 |
|
|
2023
Q2 | $4.57M | Buy |
66,393
+8,383
| +14% | +$577K | 1.21% | 20 |
|
|
2023
Q1 | $3.83M | Sell |
58,010
-469
| -0.8% | -$31K | 1.06% | 20 |
|
|
2022
Q4 | $3.78M | Buy |
58,479
+1,417
| +2% | +$91.7K | 1.12% | 21 |
|
|
2022
Q3 | $3.3M | Buy |
57,062
+3,998
| +8% | +$231K | 1.1% | 22 |
|
|
2022
Q2 | $3.21M | Buy |
53,064
+1,299
| +3% | +$78.6K | 1.05% | 21 |
|
|
2022
Q1 | $3.64M | Sell |
51,765
-206
| -0.4% | -$14.5K | 1.15% | 17 |
|
|
2021
Q4 | $3.7M | Sell |
51,971
-2,011
| -4% | -$143K | 1.18% | 17 |
|
|
2021
Q3 | $3.58M | Sell |
53,982
-2,557
| -5% | -$169K | 1.27% | 17 |
|
|
2021
Q2 | $3.82M | Sell |
56,539
-4,418
| -7% | -$298K | 1.37% | 17 |
|
|
2021
Q1 | $3.99M | Sell |
60,957
-2,070
| -3% | -$135K | 1.52% | 15 |
|
|
2020
Q4 | $3.5M | Sell |
63,027
-2,525
| -4% | -$140K | 1.43% | 16 |
|
|
2020
Q3 | $2.85M | Buy |
65,552
+345
| +0.5% | +$15K | 1.31% | 16 |
|
|
2020
Q2 | $2.78M | Buy |
65,207
+5,968
| +10% | +$254K | 1.35% | 15 |
|
|
2020
Q1 | $2.09M | Buy |
+59,239
| New | +$2.09M | 1.39% | 15 |
|