IWM
Iams Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
8,658
-1,106
| -11% | -$73.3K | 0.26% | 104 |
|
|
2025
Q1 | $626K | Sell |
9,764
-2,745
| -22% | -$176K | 0.29% | 94 |
|
|
2024
Q4 | $823K | Sell |
12,509
-592
| -5% | -$39K | 0.38% | 77 |
|
|
2024
Q3 | $832K | Buy |
13,101
+2,179
| +20% | +$138K | 0.41% | 71 |
|
|
2024
Q2 | $684K | Buy |
10,922
+5,897
| +117% | +$369K | 0.37% | 75 |
|
|
2024
Q1 | $302K | Sell |
5,025
-67
| -1% | -$4.03K | 0.18% | 99 |
|
|
2023
Q4 | $286K | Buy |
+5,092
| New | +$286K | 0.19% | 97 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 123 |
|
|
2023
Q2 | – | Sell |
-4,993
| Closed | -$253K | – | 52 |
|
|
2023
Q1 | $253K | Buy |
+4,993
| New | +$253K | 0.21% | 93 |
|