IAG Wealth Partners’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
9,159
-1,094
| -11% | -$87.3K | 0.1% | 74 |
|
|
2025
Q1 | $804K | Buy |
10,253
+152
| +2% | +$11.9K | 0.12% | 66 |
|
|
2024
Q4 | $881K | Sell |
10,101
-335
| -3% | -$29.2K | 0.16% | 57 |
|
|
2024
Q3 | $906K | Sell |
10,436
-51
| -0.5% | -$4.43K | 0.17% | 55 |
|
|
2024
Q2 | $821K | Sell |
10,487
-193
| -2% | -$15.1K | 0.17% | 54 |
|
|
2024
Q1 | $886K | Sell |
10,680
-606
| -5% | -$50.3K | 0.19% | 52 |
|
|
2023
Q4 | $940K | Buy |
11,286
+6,109
| +118% | +$509K | 0.21% | 49 |
|
|
2023
Q3 | $375K | Buy |
5,177
+1,960
| +61% | +$142K | 0.1% | 57 |
|
|
2023
Q2 | $248K | Sell |
3,217
-13
| -0.4% | -$1K | 0.07% | 74 |
|
|
2023
Q1 | $246K | Sell |
3,230
-1,985
| -38% | -$151K | 0.07% | 68 |
|
|
2022
Q4 | $387K | Buy |
5,215
+1,562
| +43% | +$116K | 0.11% | 54 |
|
|
2022
Q3 | $245K | Buy |
3,653
+215
| +6% | +$14.4K | 0.08% | 56 |
|
|
2022
Q2 | $249K | Buy |
3,438
+1,015
| +42% | +$73.5K | 0.08% | 55 |
|
|
2022
Q1 | $202K | Hold |
2,423
| – | – | 0.06% | 66 |
|
|
2021
Q4 | $205K | Buy |
2,423
+391
| +19% | +$33.1K | 0.07% | 61 |
|
|
2021
Q3 | $167K | Hold |
2,032
| – | – | 0.06% | 60 |
|
|
2021
Q2 | $175K | Hold |
2,032
| – | – | 0.06% | 53 |
|
|
2021
Q1 | $167K | Sell |
2,032
-170
| -8% | -$14K | 0.06% | 56 |
|
|
2020
Q4 | $146K | Sell |
2,202
-20
| -0.9% | -$1.33K | 0.06% | 62 |
|
|
2020
Q3 | $112K | Sell |
2,222
-1,105
| -33% | -$55.7K | 0.05% | 67 |
|
|
2020
Q2 | $164K | Sell |
3,327
-53
| -2% | -$2.61K | 0.08% | 54 |
|
|
2020
Q1 | $139K | Sell |
3,380
-13,091
| -79% | -$538K | 0.09% | 57 |
|
|
2019
Q4 | $1.08M | Buy |
+16,471
| New | +$1.08M | 0.71% | 25 |
|