IWP
IAG Wealth Partners’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
120,909
+1,092
| +0.9% | +$46.5K | 0.68% | 33 |
|
|
2025
Q1 | $4.88M | Buy |
119,817
+13,405
| +13% | +$546K | 0.76% | 28 |
|
|
2024
Q4 | $4.78M | Sell |
106,412
-420
| -0.4% | -$18.9K | 0.84% | 28 |
|
|
2024
Q3 | $4.86M | Buy |
106,832
+9,522
| +10% | +$433K | 0.9% | 28 |
|
|
2024
Q2 | $4.04M | Buy |
97,310
+6,967
| +8% | +$289K | 0.81% | 30 |
|
|
2024
Q1 | $3.89M | Buy |
90,343
+7,645
| +9% | +$329K | 0.84% | 28 |
|
|
2023
Q4 | $3.49M | Buy |
82,698
+6,429
| +8% | +$271K | 0.8% | 28 |
|
|
2023
Q3 | $2.81M | Sell |
76,269
-5,527
| -7% | -$204K | 0.78% | 25 |
|
|
2023
Q2 | $3.18M | Buy |
81,796
+8,913
| +12% | +$346K | 0.84% | 26 |
|
|
2023
Q1 | $2.75M | Sell |
72,883
-2,394
| -3% | -$90.4K | 0.76% | 27 |
|
|
2022
Q4 | $2.78M | Sell |
75,277
-4,154
| -5% | -$154K | 0.82% | 25 |
|
|
2022
Q3 | $2.71M | Sell |
79,431
-1,823
| -2% | -$62.1K | 0.9% | 24 |
|
|
2022
Q2 | $2.92M | Buy |
81,254
+9,748
| +14% | +$351K | 0.96% | 22 |
|
|
2022
Q1 | $3.01M | Sell |
71,506
-173
| -0.2% | -$7.28K | 0.95% | 20 |
|
|
2021
Q4 | $3.2M | Sell |
71,679
-564
| -0.8% | -$25.2K | 1.03% | 19 |
|
|
2021
Q3 | $3.08M | Buy |
72,243
+31
| +0% | +$1.32K | 1.1% | 19 |
|
|
2021
Q2 | $3.17M | Sell |
72,212
-6,663
| -8% | -$293K | 1.14% | 19 |
|
|
2021
Q1 | $3.34M | Sell |
78,875
-6,497
| -8% | -$275K | 1.27% | 19 |
|
|
2020
Q4 | $3.06M | Sell |
85,372
-3,953
| -4% | -$142K | 1.25% | 19 |
|
|
2020
Q3 | $2.45M | Sell |
89,325
-1,811
| -2% | -$49.6K | 1.13% | 19 |
|
|
2020
Q2 | $2.42M | Buy |
91,136
+60,307
| +196% | +$1.6M | 1.17% | 18 |
|
|
2020
Q1 | $674K | Buy |
+30,829
| New | +$674K | 0.45% | 30 |
|