IWM
Iams Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
16,634
-1,761
| -10% | -$160K | 0.69% | 48 |
|
|
2025
Q1 | $1.65M | Sell |
18,395
-20,115
| -52% | -$1.8M | 0.76% | 49 |
|
|
2024
Q4 | $3.38M | Buy |
38,510
+1,636
| +4% | +$144K | 1.55% | 11 |
|
|
2024
Q3 | $3.35M | Buy |
36,874
+3,152
| +9% | +$286K | 1.64% | 11 |
|
|
2024
Q2 | $2.83M | Sell |
33,722
-6,909
| -17% | -$581K | 1.55% | 10 |
|
|
2024
Q1 | $3.41M | Buy |
40,631
+454
| +1% | +$38.1K | 2.08% | 9 |
|
|
2023
Q4 | $3.22M | Sell |
40,177
-2,134
| -5% | -$171K | 2.08% | 10 |
|
|
2023
Q3 | $3.12M | Buy |
+42,311
| New | +$3.12M | 2.16% | 10 |
|
|
2023
Q2 | – | Sell |
-31,923
| Closed | -$2.31M | – | 51 |
|
|
2023
Q1 | $2.31M | Buy |
31,923
+4,099
| +15% | +$296K | 1.92% | 8 |
|
|
2022
Q4 | $2.09M | Buy |
+27,824
| New | +$2.09M | 2.12% | 9 |
|