IWM
Iams Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,439
| Closed | -$266K | – | 167 |
|
|
2024
Q3 | $266K | Sell |
4,439
-2,922
| -40% | -$175K | 0.13% | 129 |
|
|
2024
Q2 | $439K | Buy |
7,361
+1,953
| +36% | +$116K | 0.24% | 102 |
|
|
2024
Q1 | $324K | Sell |
5,408
-78,576
| -94% | -$4.7M | 0.2% | 94 |
|
|
2023
Q4 | $5.01M | Buy |
83,984
+47,542
| +130% | +$2.84M | 3.24% | 5 |
|
|
2023
Q3 | $2.17M | Buy |
+36,442
| New | +$2.17M | 1.5% | 15 |
|
|
2023
Q2 | – | Sell |
-116,157
| Closed | -$6.93M | – | 53 |
|
|
2023
Q1 | $6.93M | Buy |
116,157
+46,822
| +68% | +$2.8M | 5.76% | 3 |
|
|
2022
Q4 | $4.12M | Buy |
+69,335
| New | +$4.12M | 4.19% | 4 |
|