IWM
Iams Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
9,291
+4,178
| +82% | +$178K | 0.18% | 124 |
|
|
2025
Q1 | $208K | Sell |
5,113
-5,580
| -52% | -$227K | 0.1% | 154 |
|
|
2024
Q4 | $480K | Buy |
10,693
+1,804
| +20% | +$81K | 0.22% | 111 |
|
|
2024
Q3 | $405K | Buy |
8,889
+1,435
| +19% | +$65.3K | 0.2% | 108 |
|
|
2024
Q2 | $310K | Buy |
+7,454
| New | +$310K | 0.17% | 117 |
|