IWM

Iams Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,726	Closed	-$228K	–	172
2024 Q4	$228K	Buy	+4,726	New	+$228K	0.1%	153
2023 Q4	–	Sell	-6,889	Closed	-$270K	–	122
2023 Q3	$270K	Buy	+6,889	New	+$270K	0.19%	101