IWM
Iams Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
22,704
-1,063
| -4% | -$48.1K | 0.47% | 66 |
|
|
2025
Q1 | $1.1M | Buy |
23,767
+861
| +4% | +$39.7K | 0.5% | 70 |
|
|
2024
Q4 | $1.09M | Buy |
22,906
+1,087
| +5% | +$51.7K | 0.5% | 64 |
|
|
2024
Q3 | $1.04M | Buy |
21,819
+5,801
| +36% | +$276K | 0.51% | 65 |
|
|
2024
Q2 | $780K | Sell |
16,018
-7,840
| -33% | -$382K | 0.43% | 69 |
|
|
2024
Q1 | $1.18M | Buy |
23,858
+2,183
| +10% | +$108K | 0.72% | 45 |
|
|
2023
Q4 | $999K | Sell |
21,675
-5,306
| -20% | -$245K | 0.65% | 54 |
|
|
2023
Q3 | $1.32M | Buy |
+26,981
| New | +$1.32M | 0.91% | 38 |
|
|
2023
Q2 | – | Sell |
-28,528
| Closed | -$1.34M | – | 44 |
|
|
2023
Q1 | $1.34M | Buy |
28,528
+2,152
| +8% | +$101K | 1.11% | 30 |
|
|
2022
Q4 | $1.26M | Buy |
+26,376
| New | +$1.26M | 1.28% | 16 |
|