IWM
Iams Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
25,776
| – | – | 0.3% | 89 |
|
|
2025
Q1 | $613K | Hold |
25,776
| – | – | 0.28% | 98 |
|
|
2024
Q4 | $632K | Hold |
25,776
| – | – | 0.29% | 89 |
|
|
2024
Q3 | $621K | Hold |
25,776
| – | – | 0.31% | 90 |
|
|
2024
Q2 | $598K | Hold |
25,776
| – | – | 0.33% | 86 |
|
|
2024
Q1 | $568K | Hold |
25,776
| – | – | 0.35% | 78 |
|
|
2023
Q4 | $549K | Hold |
25,776
| – | – | 0.35% | 77 |
|
|
2023
Q3 | $507K | Buy |
+25,776
| New | +$507K | 0.35% | 80 |
|
|
2023
Q2 | – | Sell |
-25,776
| Closed | -$485K | – | 14 |
|
|
2023
Q1 | $485K | Hold |
25,776
| – | – | 0.4% | 73 |
|
|
2022
Q4 | $463K | Buy |
+25,776
| New | +$463K | 0.47% | 68 |
|