IWM
Iams Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
5,517
-592
| -10% | -$159K | 0.68% | 49 |
|
|
2025
Q1 | $1.36M | Sell |
6,109
-4,702
| -43% | -$1.04M | 0.62% | 59 |
|
|
2024
Q4 | $2.63M | Buy |
10,811
+186
| +2% | +$45.2K | 1.2% | 21 |
|
|
2024
Q3 | $2.25M | Buy |
10,625
+1,017
| +11% | +$215K | 1.1% | 19 |
|
|
2024
Q2 | $1.97M | Sell |
9,608
-2,604
| -21% | -$534K | 1.08% | 24 |
|
|
2024
Q1 | $2.45M | Buy |
12,212
+4,504
| +58% | +$905K | 1.5% | 14 |
|
|
2023
Q4 | $1.44M | Buy |
7,708
+1,182
| +18% | +$221K | 0.93% | 35 |
|
|
2023
Q3 | $1.04M | Buy |
+6,526
| New | +$1.04M | 0.72% | 46 |
|
|
2023
Q2 | – | Sell |
-6,565
| Closed | -$945K | – | 34 |
|
|
2023
Q1 | $945K | Buy |
6,565
+3,891
| +146% | +$560K | 0.79% | 42 |
|
|
2022
Q4 | $329K | Buy |
+2,674
| New | +$329K | 0.34% | 77 |
|