IWM
IHT Wealth Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
16,010
-72
| -0.4% | -$1.95K | 0.01% | 744 |
|
|
2025
Q1 | $431K | Buy |
16,082
+1,215
| +8% | +$32.6K | 0.01% | 723 |
|
|
2024
Q4 | $397K | Sell |
14,867
-16,232
| -52% | -$434K | 0.01% | 757 |
|
|
2024
Q3 | $849K | Buy |
31,099
+14,546
| +88% | +$397K | 0.02% | 545 |
|
|
2024
Q2 | $434K | Sell |
16,553
-1,435
| -8% | -$37.6K | 0.02% | 680 |
|
|
2024
Q1 | $483K | Sell |
17,988
-693
| -4% | -$18.6K | 0.02% | 652 |
|
|
2023
Q4 | $493K | Sell |
18,681
-5,095
| -21% | -$135K | 0.02% | 606 |
|
|
2023
Q3 | $590K | Buy |
23,776
+9,787
| +70% | +$243K | 0.03% | 503 |
|
|
2023
Q2 | $355K | Buy |
13,989
+26
| +0.2% | +$660 | 0.02% | 660 |
|
|
2023
Q1 | $353K | Sell |
13,963
-4,391
| -24% | -$111K | 0.02% | 634 |
|
|
2022
Q4 | $452K | Sell |
18,354
-12,012
| -40% | -$296K | 0.03% | 518 |
|
|
2022
Q3 | $726K | Buy |
+30,366
| New | +$726K | 0.06% | 358 |
|
|
2021
Q3 | – | Sell |
-10,544
| Closed | -$316K | – | 863 |
|
|
2021
Q2 | $316K | Buy |
10,544
+238
| +2% | +$7.13K | 0.02% | 692 |
|
|
2021
Q1 | $301K | Buy |
10,306
+2,806
| +37% | +$82K | 0.02% | 633 |
|
|
2020
Q4 | $221K | Sell |
7,500
-243
| -3% | -$7.16K | 0.02% | 662 |
|
|
2020
Q3 | $211K | Buy |
+7,743
| New | +$211K | 0.02% | 595 |
|
|
2020
Q1 | – | Sell |
-8,143
| Closed | -$221K | – | 587 |
|
|
2019
Q4 | $221K | Buy |
8,143
+602
| +8% | +$16.3K | 0.03% | 541 |
|
|
2019
Q3 | $202K | Buy |
+7,541
| New | +$202K | 0.03% | 551 |
|