IWM
Iams Wealth Management’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
10,882
-1,679
| -13% | -$32.3K | 0.1% | 161 |
|
|
2025
Q1 | $217K | Sell |
12,561
-1,025
| -8% | -$17.7K | 0.1% | 151 |
|
|
2024
Q4 | $221K | Sell |
13,586
-16
| -0.1% | -$260 | 0.1% | 156 |
|
|
2024
Q3 | $239K | Buy |
13,602
+2,270
| +20% | +$39.9K | 0.12% | 139 |
|
|
2024
Q2 | $178K | Sell |
11,332
-3,342
| -23% | -$52.5K | 0.1% | 137 |
|
|
2024
Q1 | $229K | Buy |
14,674
+560
| +4% | +$8.76K | 0.14% | 107 |
|
|
2023
Q4 | $228K | Sell |
14,114
-70
| -0.5% | -$1.13K | 0.15% | 107 |
|
|
2023
Q3 | $208K | Buy |
+14,184
| New | +$208K | 0.14% | 109 |
|
|
2023
Q2 | – | Sell |
-13,515
| Closed | -$212K | – | 39 |
|
|
2023
Q1 | $212K | Sell |
13,515
-1,284
| -9% | -$20.1K | 0.18% | 102 |
|
|
2022
Q4 | $227K | Buy |
+14,799
| New | +$227K | 0.23% | 90 |
|