IWM
Iams Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,368
| Closed | -$220K | – | 175 |
|
|
2025
Q1 | $220K | Buy |
+4,368
| New | +$220K | 0.1% | 147 |
|
|
2024
Q4 | – | Sell |
-4,683
| Closed | -$243K | – | 166 |
|
|
2024
Q3 | $243K | Buy |
4,683
+157
| +3% | +$8.16K | 0.12% | 137 |
|
|
2024
Q2 | $231K | Buy |
4,526
+114
| +3% | +$5.82K | 0.13% | 130 |
|
|
2024
Q1 | $227K | Buy |
+4,412
| New | +$227K | 0.14% | 108 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 121 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 43 |
|
|
2023
Q1 | – | Sell |
-4,564
| Closed | -$229K | – | 104 |
|
|
2022
Q4 | $229K | Buy |
+4,564
| New | +$229K | 0.23% | 88 |
|