IWM
Iams Wealth Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
57,789
-42,096
| -42% | -$1.4M | 0.88% | 34 |
|
|
2025
Q1 | $2.98M | Buy |
99,885
+13,611
| +16% | +$406K | 1.37% | 14 |
|
|
2024
Q4 | $2.71M | Buy |
86,274
+24,991
| +41% | +$785K | 1.24% | 19 |
|
|
2024
Q3 | $1.86M | Buy |
61,283
+28,041
| +84% | +$851K | 0.91% | 37 |
|
|
2024
Q2 | $983K | Buy |
33,242
+25,143
| +310% | +$743K | 0.54% | 61 |
|
|
2024
Q1 | $226K | Buy |
+8,099
| New | +$226K | 0.14% | 109 |
|