IWP
IAG Wealth Partners’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
183,352
+13,576
| +8% | +$1.02M | 1.82% | 20 |
|
|
2025
Q1 | $11.5M | Buy |
169,776
+3,600
| +2% | +$245K | 1.79% | 19 |
|
|
2024
Q4 | $11.9M | Sell |
166,176
-7,874
| -5% | -$562K | 2.09% | 17 |
|
|
2024
Q3 | $12.2M | Sell |
174,050
-9,664
| -5% | -$677K | 2.25% | 14 |
|
|
2024
Q2 | $12.2M | Sell |
183,714
-5,200
| -3% | -$345K | 2.45% | 13 |
|
|
2024
Q1 | $12.1M | Sell |
188,914
-6,899
| -4% | -$443K | 2.6% | 12 |
|
|
2023
Q4 | $11.4M | Sell |
195,813
-3,919
| -2% | -$229K | 2.61% | 12 |
|
|
2023
Q3 | $10.5M | Sell |
199,732
-8,964
| -4% | -$471K | 2.92% | 11 |
|
|
2023
Q2 | $11.4M | Buy |
208,696
+1,669
| +0.8% | +$90.9K | 3% | 10 |
|
|
2023
Q1 | $10.4M | Buy |
207,027
+2,363
| +1% | +$119K | 2.9% | 10 |
|
|
2022
Q4 | $9.68M | Buy |
204,664
+7,802
| +4% | +$369K | 2.85% | 10 |
|
|
2022
Q3 | $8.68M | Buy |
196,862
+22,631
| +13% | +$998K | 2.88% | 10 |
|
|
2022
Q2 | $8.1M | Buy |
174,231
+6,036
| +4% | +$281K | 2.65% | 12 |
|
|
2022
Q1 | $9.35M | Sell |
168,195
-6,206
| -4% | -$345K | 2.94% | 10 |
|
|
2021
Q4 | $10.2M | Sell |
174,401
-12,267
| -7% | -$717K | 3.27% | 10 |
|
|
2021
Q3 | $9.89M | Sell |
186,668
-18,923
| -9% | -$1M | 3.52% | 10 |
|
|
2021
Q2 | $10.9M | Sell |
205,591
-23,659
| -10% | -$1.25M | 3.91% | 9 |
|
|
2021
Q1 | $11.3M | Sell |
229,250
-40,645
| -15% | -$2M | 4.3% | 9 |
|
|
2020
Q4 | $12.4M | Sell |
269,895
-40,321
| -13% | -$1.86M | 5.08% | 7 |
|
|
2020
Q3 | $12.7M | Sell |
310,216
-80,077
| -21% | -$3.27M | 5.85% | 5 |
|
|
2020
Q2 | $14.7M | Buy |
390,293
+161,633
| +71% | +$6.11M | 7.15% | 4 |
|
|
2020
Q1 | $7.19M | Buy |
228,660
+222,143
| +3,409% | +$6.99M | 4.8% | 7 |
|
|
2019
Q4 | $260K | Buy |
+6,517
| New | +$260K | 0.17% | 39 |
|