IAG Wealth Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $881K | Sell |
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|
2024
Q3 | $906K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $886K | Sell |
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|
2023
Q4 | $940K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $175K | Hold |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $146K | Sell |
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|
2020
Q3 | $112K | Sell |
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|
2020
Q2 | $164K | Sell |
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|
2020
Q1 | $139K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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