IWM
Iams Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
3,416
-376
| -10% | -$40.5K | 0.17% | 130 |
|
|
2025
Q1 | $379K | Buy |
3,792
+269
| +8% | +$26.9K | 0.17% | 126 |
|
|
2024
Q4 | $369K | Buy |
3,523
+355
| +11% | +$37.2K | 0.17% | 122 |
|
|
2024
Q3 | $332K | Buy |
3,168
+533
| +20% | +$55.8K | 0.16% | 118 |
|
|
2024
Q2 | $271K | Buy |
2,635
+165
| +7% | +$17K | 0.15% | 121 |
|
|
2024
Q1 | $248K | Sell |
2,470
-376
| -13% | -$37.8K | 0.15% | 105 |
|
|
2023
Q4 | $279K | Buy |
2,846
+152
| +6% | +$14.9K | 0.18% | 99 |
|
|
2023
Q3 | $246K | Buy |
+2,694
| New | +$246K | 0.17% | 106 |
|
|
2023
Q2 | – | Sell |
-4,443
| Closed | -$374K | – | 114 |
|
|
2023
Q1 | $374K | Buy |
+4,443
| New | +$374K | 0.31% | 81 |
|