IWP
IAG Wealth Partners’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
362,546
-17,164
| -5% | -$695K | 1.94% | 18 |
|
|
2025
Q1 | $13.8M | Sell |
379,710
-823,665
| -68% | -$30M | 2.15% | 17 |
|
|
2024
Q4 | $41.1M | Buy |
1,203,375
+83,417
| +7% | +$2.85M | 7.24% | 2 |
|
|
2024
Q3 | $42.1M | Buy |
1,119,958
+29,618
| +3% | +$1.11M | 7.78% | 2 |
|
|
2024
Q2 | $38.2M | Buy |
1,090,340
+29,838
| +3% | +$1.05M | 7.69% | 2 |
|
|
2024
Q1 | $38M | Sell |
1,060,502
-274,520
| -21% | -$9.84M | 8.16% | 2 |
|
|
2023
Q4 | $45.4M | Buy |
1,335,022
+370,483
| +38% | +$12.6M | 10.36% | 1 |
|
|
2023
Q3 | $29.9M | Buy |
964,539
+39,397
| +4% | +$1.22M | 8.34% | 2 |
|
|
2023
Q2 | $30.1M | Sell |
925,142
-3,135
| -0.3% | -$102K | 7.96% | 2 |
|
|
2023
Q1 | $29.8M | Sell |
928,277
-281,893
| -23% | -$9.05M | 8.27% | 2 |
|
|
2022
Q4 | $35.9M | Sell |
1,210,170
-35,621
| -3% | -$1.06M | 10.59% | 2 |
|
|
2022
Q3 | $32.1M | Buy |
1,245,791
+83,250
| +7% | +$2.15M | 10.68% | 2 |
|
|
2022
Q2 | $33.5M | Buy |
1,162,541
+30,157
| +3% | +$870K | 10.97% | 2 |
|
|
2022
Q1 | $38.8M | Buy |
1,132,384
+264,952
| +31% | +$9.08M | 12.21% | 1 |
|
|
2021
Q4 | $31.6M | Buy |
867,432
+45,752
| +6% | +$1.67M | 10.15% | 2 |
|
|
2021
Q3 | $29.8M | Buy |
821,680
+33,835
| +4% | +$1.23M | 10.59% | 2 |
|
|
2021
Q2 | $29M | Buy |
787,845
+30,695
| +4% | +$1.13M | 10.4% | 3 |
|
|
2021
Q1 | $26.8M | Buy |
757,150
+27,442
| +4% | +$970K | 10.21% | 3 |
|
|
2020
Q4 | $24.6M | Buy |
729,708
+7,346
| +1% | +$248K | 10.06% | 2 |
|
|
2020
Q3 | $21.1M | Sell |
722,362
-125,070
| -15% | -$3.66M | 9.75% | 2 |
|
|
2020
Q2 | $23.4M | Buy |
847,432
+134,328
| +19% | +$3.71M | 11.35% | 2 |
|
|
2020
Q1 | $17.1M | Buy |
713,104
+192,328
| +37% | +$4.6M | 11.39% | 2 |
|
|
2019
Q4 | $16.3M | Buy |
+520,776
| New | +$16.3M | 10.66% | 2 |
|