Iams Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Iams Wealth Management’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,533	Closed	-$276K	–	196
2026 Q1	$276K	Sell	6,533 -282	-4%	-$12.3K	0.1%	173
2025 Q4	$278K	Sell	6,815 -585	-8%	-$23.5K	0.1%	171
2025 Q3	$297K	Sell	7,400 -425	-5%	-$16.5K	0.12%	151
2025 Q2	$291K	Sell	7,825 -174	-2%	-$5.97K	0.13%	141
2025 Q1	$256K	Sell	7,999 -428	-5%	-$13.7K	0.12%	142
2024 Q4	$261K	Buy	8,427 +1,504	+22%	+$48.5K	0.12%	145
2024 Q3	$236K	Buy	+6,923	New	+$226K	0.12%	141

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Iams Wealth Management's GWX Position: Q2 2026 in Review

Iams Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026, closing a stake of 6,533 shares — an estimated $276K sold.

Iams Wealth Management first reported a position in GWX in Q3 2024 and held it in 7 quarters. The position peaked at $297K in Q3 2025. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Iams Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Iams Wealth Management sold 6,533 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $276K.
Iams Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2024 and held it in 7 quarters.
Iams Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $297K in Q3 2025.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.