IWM
Iams Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
35,836
-1,407
| -4% | -$46.5K | 0.54% | 60 |
|
|
2025
Q1 | $1.13M | Buy |
+37,243
| New | +$1.13M | 0.52% | 67 |
|
|
2024
Q1 | – | Sell |
-29,716
| Closed | -$751K | – | 119 |
|
|
2023
Q4 | $751K | Buy |
29,716
+162
| +0.5% | +$4.09K | 0.49% | 64 |
|
|
2023
Q3 | $611K | Buy |
+29,554
| New | +$611K | 0.42% | 71 |
|
|
2023
Q2 | – | Sell |
-25,214
| Closed | -$531K | – | 55 |
|
|
2023
Q1 | $531K | Sell |
25,214
-11,092
| -31% | -$234K | 0.44% | 69 |
|
|
2022
Q4 | $950K | Buy |
+36,306
| New | +$950K | 0.97% | 28 |
|