IWM
Iams Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $877K | Sell |
20,522
-9,079
| -31% | -$388K | 0.4% | 74 |
|
2025
Q1 | $1.17M | Sell |
29,601
-257
| -0.9% | -$10.1K | 0.53% | 65 |
|
2024
Q4 | $1.15M | Buy |
29,858
+330
| +1% | +$12.7K | 0.52% | 59 |
|
2024
Q3 | $1.22M | Buy |
29,528
+11,013
| +59% | +$455K | 0.6% | 57 |
|
2024
Q2 | $697K | Buy |
18,515
+10,762
| +139% | +$405K | 0.38% | 74 |
|
2024
Q1 | $274K | Buy |
+7,753
| New | +$274K | 0.17% | 102 |
|