IWM
IHT Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6M | Sell |
1,528,390
-111,864
| -7% | -$3.56M | 1.34% | 11 |
|
|
2025
Q1 | $48.7M | Buy |
1,640,254
+46,603
| +3% | +$1.38M | 1.52% | 7 |
|
|
2024
Q4 | $48.6M | Buy |
1,593,651
+66,819
| +4% | +$2.04M | 1.57% | 9 |
|
|
2024
Q3 | $45.6M | Buy |
1,526,832
+193,702
| +15% | +$5.79M | 1.29% | 12 |
|
|
2024
Q2 | $38.6M | Buy |
1,333,130
+100,305
| +8% | +$2.9M | 1.44% | 11 |
|
|
2024
Q1 | $34.5M | Buy |
1,232,825
+118,663
| +11% | +$3.32M | 1.38% | 11 |
|
|
2023
Q4 | $29.6M | Buy |
1,114,162
+835,918
| +300% | +$22.2M | 1.32% | 11 |
|
|
2023
Q3 | $6.81M | Buy |
278,244
+204,652
| +278% | +$5.01M | 0.35% | 56 |
|
|
2023
Q2 | $1.84M | Buy |
+73,592
| New | +$1.84M | 0.1% | 202 |
|