Iams Wealth Management’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
7,335
+1,536
| +26% | +$85.2K | 0.19% | 121 |
|
|
2025
Q1 | $266K | Buy |
5,799
+1,126
| +24% | +$51.6K | 0.12% | 141 |
|
|
2024
Q4 | $254K | Buy |
+4,673
| New | +$254K | 0.12% | 146 |
|
|
2024
Q3 | – | Sell |
-11,645
| Closed | -$525K | – | 154 |
|
|
2024
Q2 | $525K | Buy |
11,645
+328
| +3% | +$14.8K | 0.29% | 93 |
|
|
2024
Q1 | $427K | Buy |
+11,317
| New | +$427K | 0.26% | 86 |
|