IGWM
SLY
ICA Group Wealth Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,044
| Closed | -$928K | – | 1437 |
|
|
2023
Q1 | $928K | Buy |
11,044
+1,201
| +12% | +$101K | 0.22% | 100 |
|
|
2022
Q4 | $811K | Buy |
9,843
+4,854
| +97% | +$400K | 0.19% | 117 |
|
|
2022
Q3 | $378K | Buy |
4,989
+2,484
| +99% | +$188K | 0.08% | 223 |
|
|
2022
Q2 | $226K | Buy |
+2,505
| New | +$226K | 0.04% | 340 |
|