IWP
IAG Wealth Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Buy |
109,310
+29,665
| +37% | +$1.55M | 0.76% | 31 |
|
|
2025
Q1 | $4.07M | Sell |
79,645
-2,036
| -2% | -$104K | 0.63% | 34 |
|
|
2024
Q4 | $4.18M | Sell |
81,681
-3,756
| -4% | -$192K | 0.74% | 33 |
|
|
2024
Q3 | $4.52M | Buy |
85,437
+41
| +0% | +$2.17K | 0.83% | 30 |
|
|
2024
Q2 | $4.16M | Buy |
85,396
+287
| +0.3% | +$14K | 0.84% | 29 |
|
|
2024
Q1 | $4.26M | Sell |
85,109
-2,433
| -3% | -$122K | 0.92% | 27 |
|
|
2023
Q4 | $4.08M | Buy |
87,542
+10,692
| +14% | +$499K | 0.93% | 27 |
|
|
2023
Q3 | $3.17M | Sell |
76,850
-3,913
| -5% | -$161K | 0.88% | 24 |
|
|
2023
Q2 | $3.49M | Sell |
80,763
-6
| -0% | -$259 | 0.92% | 24 |
|
|
2023
Q1 | $3.29M | Sell |
80,769
-6,862
| -8% | -$279K | 0.91% | 23 |
|
|
2022
Q4 | $3.41M | Buy |
87,631
+21,123
| +32% | +$821K | 1% | 24 |
|
|
2022
Q3 | $2.29M | Buy |
66,508
+10,883
| +20% | +$375K | 0.76% | 26 |
|
|
2022
Q2 | $2.05M | Buy |
55,625
+912
| +2% | +$33.6K | 0.67% | 27 |
|
|
2022
Q1 | $2.28M | Sell |
54,713
-3,755
| -6% | -$157K | 0.72% | 24 |
|
|
2021
Q4 | $2.46M | Buy |
58,468
+2,497
| +4% | +$105K | 0.79% | 23 |
|
|
2021
Q3 | $2.18M | Sell |
55,971
-1,146
| -2% | -$44.7K | 0.78% | 22 |
|
|
2021
Q2 | $2.26M | Sell |
57,117
-4,551
| -7% | -$180K | 0.81% | 22 |
|
|
2021
Q1 | $2.34M | Sell |
61,668
-2,585
| -4% | -$98K | 0.89% | 22 |
|
|
2020
Q4 | $2.21M | Sell |
64,253
-879
| -1% | -$30.2K | 0.9% | 21 |
|
|
2020
Q3 | $1.97M | Sell |
65,132
-5,107
| -7% | -$154K | 0.91% | 21 |
|
|
2020
Q2 | $2.04M | Sell |
70,239
-12,584
| -15% | -$365K | 0.99% | 21 |
|
|
2020
Q1 | $2.14M | Sell |
82,823
-43,533
| -34% | -$1.13M | 1.43% | 14 |
|
|
2019
Q4 | $4.41M | Buy |
+126,356
| New | +$4.41M | 2.88% | 10 |
|