IWM
Iams Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
6,449
+260
| +4% | +$14.1K | 0.16% | 133 |
|
|
2025
Q1 | $317K | Buy |
6,189
+360
| +6% | +$18.4K | 0.15% | 135 |
|
|
2024
Q4 | $319K | Buy |
5,829
+461
| +9% | +$25.2K | 0.15% | 134 |
|
|
2024
Q3 | $294K | Buy |
5,368
+1,437
| +37% | +$78.6K | 0.14% | 124 |
|
|
2024
Q2 | $202K | Buy |
+3,931
| New | +$202K | 0.11% | 135 |
|