IWM
Iams Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
29,042
+42
| +0.1% | +$1.03K | 0.33% | 83 |
|
|
2025
Q1 | $663K | Buy |
29,000
+1,792
| +7% | +$41K | 0.3% | 91 |
|
|
2024
Q4 | $599K | Buy |
27,208
+443
| +2% | +$9.76K | 0.27% | 96 |
|
|
2024
Q3 | $641K | Buy |
26,765
+4,550
| +20% | +$109K | 0.31% | 88 |
|
|
2024
Q2 | $532K | Sell |
22,215
-8,510
| -28% | -$204K | 0.29% | 91 |
|
|
2024
Q1 | $704K | Buy |
30,725
+847
| +3% | +$19.4K | 0.43% | 68 |
|
|
2023
Q4 | $661K | Sell |
29,878
-1,647
| -5% | -$36.4K | 0.43% | 67 |
|
|
2023
Q3 | $658K | Buy |
+31,525
| New | +$658K | 0.46% | 68 |
|
|
2023
Q2 | – | Sell |
-32,186
| Closed | -$685K | – | 36 |
|
|
2023
Q1 | $685K | Buy |
32,186
+831
| +3% | +$17.7K | 0.57% | 58 |
|
|
2022
Q4 | $659K | Buy |
+31,355
| New | +$659K | 0.67% | 47 |
|