IWM
Iams Wealth Management’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
30,058
+994
| +3% | +$54.6K | 0.76% | 44 |
|
|
2025
Q1 | $1.48M | Buy |
29,064
+851
| +3% | +$43.2K | 0.68% | 51 |
|
|
2024
Q4 | $1.51M | Buy |
28,213
+2,350
| +9% | +$126K | 0.69% | 47 |
|
|
2024
Q3 | $1.34M | Buy |
25,863
+7,357
| +40% | +$381K | 0.66% | 49 |
|
|
2024
Q2 | $942K | Buy |
18,506
+9,906
| +115% | +$504K | 0.52% | 64 |
|
|
2024
Q1 | $415K | Buy |
+8,600
| New | +$415K | 0.25% | 87 |
|