IWM
LGOV icon

Iams Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Iams Wealth Management’s Portfolio LGOV Stock Details LGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Buy
109,242
+8,914
+9% +$195K 0.82% 38
2025
Q4 		$2.19M Buy
100,328
+47,708
+91% +$1.05M 0.79% 40
2025
Q3 		$1.14M Buy
52,620
+3,070
+6% +$65.9K 0.46% 69
2025
Q2 		$1.06M Sell
49,550
-28,738
-37% -$610K 0.49% 65
2025
Q1 		$1.68M Sell
78,288
-122
-0.2% -$2.58K 0.77% 48
2024
Q4 		$1.63M Buy
78,410
+11,851
+18% +$254K 0.75% 46
2024
Q3 		$1.49M Buy
66,559
+17,566
+36% +$386K 0.73% 45
2024
Q2 		$1.03M Buy
48,993
+25,406
+108% +$529K 0.56% 59
2024
Q1 		$501K Sell
23,587
-10,566
-31% -$227K 0.31% 83
2023
Q4 		$756K Sell
34,153
-4,948
-13% -$102K 0.49% 63
2023
Q3 		$793K Buy
+39,101
New +$838K 0.55% 61
2023
Q2 		– Sell
-17,115
Closed -$387K – 192
2023
Q1 		$387K Buy
+17,115
New +$385K 0.32% 80

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WCFA
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