IWM
Iams Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
17,720
+449
| +3% | +$277K | 5.03% | 2 |
|
|
2025
Q1 | $9.66M | Buy |
17,271
+563
| +3% | +$315K | 4.43% | 2 |
|
|
2024
Q4 | $9.79M | Buy |
16,708
+3,010
| +22% | +$1.76M | 4.48% | 2 |
|
|
2024
Q3 | $7.86M | Buy |
13,698
+1,191
| +10% | +$683K | 3.86% | 4 |
|
|
2024
Q2 | $6.81M | Buy |
12,507
+8,790
| +236% | +$4.78M | 3.73% | 4 |
|
|
2024
Q1 | $1.88M | Buy |
3,717
+2,496
| +204% | +$1.26M | 1.15% | 21 |
|
|
2023
Q4 | $580K | Sell |
1,221
-21
| -2% | -$9.98K | 0.38% | 75 |
|
|
2023
Q3 | $531K | Buy |
+1,242
| New | +$531K | 0.37% | 78 |
|
|
2023
Q2 | – | Sell |
-673
| Closed | -$272K | – | 117 |
|
|
2023
Q1 | $272K | Buy |
673
+65
| +11% | +$26.3K | 0.23% | 89 |
|
|
2022
Q4 | $233K | Buy |
+608
| New | +$233K | 0.24% | 87 |
|