IWM
Iams Wealth Management’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
57,138
+16,569
| +41% | +$428K | 0.68% | 50 |
|
|
2025
Q1 | $1.05M | Sell |
40,569
-64
| -0.2% | -$1.66K | 0.48% | 71 |
|
|
2024
Q4 | $1.03M | Buy |
40,633
+1,683
| +4% | +$42.7K | 0.47% | 66 |
|
|
2024
Q3 | $1.04M | Buy |
38,950
+18,280
| +88% | +$486K | 0.51% | 66 |
|
|
2024
Q2 | $526K | Buy |
+20,670
| New | +$526K | 0.29% | 92 |
|