IWM
Iams Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,481
| Closed | -$843K | – | 174 |
|
|
2025
Q1 | $843K | Sell |
31,481
-11,748
| -27% | -$315K | 0.39% | 78 |
|
|
2024
Q4 | $1.15M | Buy |
43,229
+2,580
| +6% | +$68.9K | 0.53% | 57 |
|
|
2024
Q3 | $1.11M | Sell |
40,649
-5,346
| -12% | -$146K | 0.55% | 61 |
|
|
2024
Q2 | $1.2M | Buy |
+45,995
| New | +$1.2M | 0.66% | 50 |
|