IWM
Iams Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
76,126
+44
| +0.1% | +$841 | 0.67% | 51 |
|
|
2025
Q1 | $1.44M | Sell |
76,082
-27,013
| -26% | -$512K | 0.66% | 55 |
|
|
2024
Q4 | $1.95M | Sell |
103,095
-16,246
| -14% | -$307K | 0.89% | 36 |
|
|
2024
Q3 | $2.29M | Buy |
119,341
+7,520
| +7% | +$144K | 1.12% | 18 |
|
|
2024
Q2 | $2.1M | Sell |
111,821
-53,278
| -32% | -$998K | 1.15% | 20 |
|
|
2024
Q1 | $3.1M | Buy |
165,099
+6,410
| +4% | +$120K | 1.89% | 11 |
|
|
2023
Q4 | $3.01M | Sell |
158,689
-10,654
| -6% | -$202K | 1.95% | 12 |
|
|
2023
Q3 | $3.11M | Buy |
+169,343
| New | +$3.11M | 2.15% | 11 |
|
|
2023
Q2 | – | Sell |
-108,518
| Closed | -$2.04M | – | 47 |
|
|
2023
Q1 | $2.04M | Buy |
108,518
+54,563
| +101% | +$1.02M | 1.69% | 10 |
|
|
2022
Q4 | $1.01M | Buy |
+53,955
| New | +$1.01M | 1.03% | 23 |
|