IWP
IAG Wealth Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Sell |
82,515
-8,112
| -9% | -$578K | 0.78% | 29 |
|
|
2025
Q1 | $6.01M | Sell |
90,627
-5,647
| -6% | -$375K | 0.93% | 26 |
|
|
2024
Q4 | $6.45M | Sell |
96,274
-7,424
| -7% | -$498K | 1.14% | 25 |
|
|
2024
Q3 | $6.98M | Sell |
103,698
-6,503
| -6% | -$437K | 1.29% | 22 |
|
|
2024
Q2 | $7M | Sell |
110,201
-2,492
| -2% | -$158K | 1.41% | 21 |
|
|
2024
Q1 | $6.81M | Sell |
112,693
-3,245
| -3% | -$196K | 1.46% | 19 |
|
|
2023
Q4 | $6.27M | Buy |
115,938
+10,746
| +10% | +$581K | 1.43% | 19 |
|
|
2023
Q3 | $5.26M | Buy |
105,192
+3,187
| +3% | +$159K | 1.47% | 16 |
|
|
2023
Q2 | $5.15M | Buy |
102,005
+23,179
| +29% | +$1.17M | 1.36% | 16 |
|
|
2023
Q1 | $3.73M | Buy |
78,826
+24,547
| +45% | +$1.16M | 1.03% | 21 |
|
|
2022
Q4 | $2.39M | Buy |
54,279
+26,894
| +98% | +$1.18M | 0.7% | 26 |
|
|
2022
Q3 | $1.09M | Buy |
+27,385
| New | +$1.09M | 0.36% | 39 |
|