IWM
Iams Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,894
| Closed | -$264K | – | 168 |
|
|
2024
Q3 | $264K | Buy |
6,894
+325
| +5% | +$12.4K | 0.13% | 130 |
|
|
2024
Q2 | $233K | Sell |
6,569
-730
| -10% | -$25.8K | 0.13% | 129 |
|
|
2024
Q1 | $256K | Sell |
7,299
-732
| -9% | -$25.6K | 0.16% | 103 |
|
|
2023
Q4 | $269K | Buy |
+8,031
| New | +$269K | 0.17% | 100 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 132 |
|
|
2023
Q2 | – | Sell |
-6,868
| Closed | -$220K | – | 73 |
|
|
2023
Q1 | $220K | Buy |
+6,868
| New | +$220K | 0.18% | 101 |
|