Iams Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Iams Wealth Management’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$368K	Sell
2025 Q1	$379K	Buy
2024 Q4	$369K	Buy
2024 Q3	$332K	Buy
2024 Q2	$271K	Buy
2024 Q1	$248K	Sell
2023 Q4	$279K	Buy
2023 Q3	$246K	Buy
2023 Q2	–	Sell
2023 Q1	$374K	Buy