IWM
Iams Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,685
| Closed | -$315K | – | 174 |
|
|
2024
Q3 | $315K | Buy |
+4,685
| New | +$315K | 0.15% | 122 |
|
|
2024
Q2 | – | Sell |
-6,322
| Closed | -$369K | – | 152 |
|
|
2024
Q1 | $369K | Buy |
+6,322
| New | +$369K | 0.23% | 90 |
|
|
2023
Q2 | – | Sell |
-13,497
| Closed | -$632K | – | 116 |
|
|
2023
Q1 | $632K | Buy |
+13,497
| New | +$632K | 0.53% | 62 |
|