IWA
IBEX Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
95,623
+2,159
| +2% | +$41K | 0.19% | 82 |
|
|
2025
Q1 | $1.75M | Sell |
93,464
-6,672
| -7% | -$125K | 0.23% | 85 |
|
|
2024
Q4 | $1.86M | Buy |
+100,136
| New | +$1.86M | 0.22% | 83 |
|
|
2023
Q1 | – | Sell |
-136,274
| Closed | -$2.33M | – | 156 |
|
|
2022
Q4 | $2.33M | Sell |
136,274
-17,456
| -11% | -$299K | 0.53% | 60 |
|
|
2022
Q3 | $2.58M | Sell |
153,730
-208
| -0.1% | -$3.49K | 0.67% | 56 |
|
|
2022
Q2 | $2.66M | Sell |
153,938
-1,945
| -1% | -$33.6K | 0.61% | 63 |
|
|
2022
Q1 | $2.96M | Sell |
155,883
-1,396
| -0.9% | -$26.5K | 0.57% | 67 |
|
|
2021
Q4 | $3.19M | Sell |
157,279
-32,303
| -17% | -$655K | 0.56% | 70 |
|
|
2021
Q3 | $3.93M | Sell |
189,582
-3,188
| -2% | -$66.1K | 0.76% | 52 |
|
|
2021
Q2 | $4M | Sell |
192,770
-3,133
| -2% | -$64.9K | 0.8% | 50 |
|
|
2021
Q1 | $3.99M | Sell |
195,903
-15,398
| -7% | -$314K | 0.98% | 42 |
|
|
2020
Q4 | $4.37M | Buy |
211,301
+8,493
| +4% | +$176K | 1.14% | 31 |
|
|
2020
Q3 | $4.07M | Buy |
+202,808
| New | +$4.07M | 1.18% | 33 |
|