IWM
Iams Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
46,230
-74,237
| -62% | -$1.97M | 0.56% | 57 |
|
|
2025
Q1 | $3.01M | Buy |
120,467
+24,422
| +25% | +$609K | 1.38% | 13 |
|
|
2024
Q4 | $2.45M | Buy |
96,045
+22,255
| +30% | +$568K | 1.12% | 25 |
|
|
2024
Q3 | $1.85M | Buy |
73,790
+3,195
| +5% | +$80K | 0.91% | 38 |
|
|
2024
Q2 | $1.72M | Buy |
70,595
+25,424
| +56% | +$618K | 0.94% | 35 |
|
|
2024
Q1 | $1.05M | Sell |
45,171
-9,662
| -18% | -$225K | 0.64% | 53 |
|
|
2023
Q4 | $1.24M | Sell |
54,833
-24,607
| -31% | -$559K | 0.8% | 39 |
|
|
2023
Q3 | $1.69M | Buy |
+79,440
| New | +$1.69M | 1.17% | 26 |
|
|
2023
Q2 | – | Sell |
-36,956
| Closed | -$749K | – | 13 |
|
|
2023
Q1 | $749K | Buy |
36,956
+12,623
| +52% | +$256K | 0.62% | 55 |
|
|
2022
Q4 | $479K | Buy |
+24,333
| New | +$479K | 0.49% | 67 |
|