IWP
IAG Wealth Partners’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
13,280
-706
| -5% | -$88.3K | 0.22% | 56 |
|
|
2025
Q1 | $1.72M | Sell |
13,986
-2,078
| -13% | -$255K | 0.27% | 49 |
|
|
2024
Q4 | $2.05M | Sell |
16,064
-1,375
| -8% | -$176K | 0.36% | 44 |
|
|
2024
Q3 | $2.17M | Sell |
17,439
-71
| -0.4% | -$8.82K | 0.4% | 40 |
|
|
2024
Q2 | $1.93M | Sell |
17,510
-374
| -2% | -$41.1K | 0.39% | 36 |
|
|
2024
Q1 | $2M | Sell |
17,884
-953
| -5% | -$107K | 0.43% | 35 |
|
|
2023
Q4 | $2.12M | Sell |
18,837
-571
| -3% | -$64.3K | 0.48% | 34 |
|
|
2023
Q3 | $1.92M | Sell |
19,408
-717
| -4% | -$70.9K | 0.54% | 31 |
|
|
2023
Q2 | $2.08M | Sell |
20,125
-1,237
| -6% | -$128K | 0.55% | 31 |
|
|
2023
Q1 | $2.25M | Sell |
21,362
-754
| -3% | -$79.3K | 0.62% | 30 |
|
|
2022
Q4 | $2.38M | Sell |
22,116
-440
| -2% | -$47.4K | 0.7% | 27 |
|
|
2022
Q3 | $2.23M | Sell |
22,556
-644
| -3% | -$63.6K | 0.74% | 27 |
|
|
2022
Q2 | $2.42M | Sell |
23,200
-1,124
| -5% | -$117K | 0.79% | 26 |
|
|
2022
Q1 | $2.78M | Sell |
24,324
-927
| -4% | -$106K | 0.87% | 22 |
|
|
2021
Q4 | $3.02M | Sell |
25,251
-9,143
| -27% | -$1.09M | 0.97% | 21 |
|
|
2021
Q3 | $3.86M | Buy |
34,394
+547
| +2% | +$61.4K | 1.37% | 16 |
|
|
2021
Q2 | $3.81M | Sell |
33,847
-1,571
| -4% | -$177K | 1.37% | 18 |
|
|
2021
Q1 | $3.95M | Sell |
35,418
-1,141
| -3% | -$127K | 1.5% | 16 |
|
|
2020
Q4 | $3.5M | Buy |
36,559
+3
| +0% | +$287 | 1.43% | 15 |
|
|
2020
Q3 | $2.77M | Buy |
36,556
+2,680
| +8% | +$203K | 1.28% | 17 |
|
|
2020
Q2 | $2.59M | Buy |
33,876
+8,213
| +32% | +$627K | 1.25% | 17 |
|
|
2020
Q1 | $1.7M | Buy |
25,663
+14,311
| +126% | +$946K | 1.13% | 18 |
|
|
2019
Q4 | $1.14M | Buy |
+11,352
| New | +$1.14M | 0.74% | 24 |
|