IWM
IHT Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
6,834
+2
| +0% | +$290 | 0.03% | 503 |
|
|
2025
Q1 | $763K | Sell |
6,832
-102
| -1% | -$11.4K | 0.02% | 545 |
|
|
2024
Q4 | $829K | Buy |
6,934
+156
| +2% | +$18.6K | 0.03% | 520 |
|
|
2024
Q3 | $747K | Buy |
6,778
+50
| +0.7% | +$5.51K | 0.02% | 586 |
|
|
2024
Q2 | $668K | Sell |
6,728
-322
| -5% | -$32K | 0.02% | 548 |
|
|
2024
Q1 | $746K | Buy |
7,050
+186
| +3% | +$19.7K | 0.03% | 506 |
|
|
2023
Q4 | $658K | Sell |
6,864
-307
| -4% | -$29.4K | 0.03% | 512 |
|
|
2023
Q3 | $602K | Sell |
7,171
-264
| -4% | -$22.2K | 0.03% | 495 |
|
|
2023
Q2 | $656K | Sell |
7,435
-249
| -3% | -$22K | 0.03% | 459 |
|
|
2023
Q1 | $646K | Sell |
7,684
-321
| -4% | -$27K | 0.04% | 429 |
|
|
2022
Q4 | $630K | Sell |
8,005
-158
| -2% | -$12.4K | 0.04% | 421 |
|
|
2022
Q3 | $661K | Sell |
8,163
-2
| -0% | -$162 | 0.05% | 377 |
|
|
2022
Q2 | $671K | Sell |
8,165
-171
| -2% | -$14.1K | 0.06% | 309 |
|
|
2022
Q1 | $909K | Buy |
8,336
+3,477
| +72% | +$379K | 0.07% | 272 |
|
|
2021
Q4 | $595K | Sell |
4,859
-130
| -3% | -$15.9K | 0.04% | 385 |
|
|
2021
Q3 | $616K | Buy |
4,989
+68
| +1% | +$8.4K | 0.05% | 361 |
|
|
2021
Q2 | $627K | Sell |
4,921
-477
| -9% | -$60.8K | 0.04% | 451 |
|
|
2021
Q1 | $643K | Buy |
5,398
+618
| +13% | +$73.6K | 0.05% | 381 |
|
|
2020
Q4 | $566K | Sell |
4,780
-416
| -8% | -$49.3K | 0.05% | 366 |
|
|
2020
Q3 | $502K | Sell |
5,196
-1,718
| -25% | -$166K | 0.05% | 347 |
|
|
2020
Q2 | $579K | Buy |
6,914
+639
| +10% | +$53.5K | 0.08% | 262 |
|
|
2020
Q1 | $395K | Buy |
6,275
+147
| +2% | +$9.25K | 0.06% | 325 |
|
|
2019
Q4 | $492K | Sell |
6,128
-1,543
| -20% | -$124K | 0.06% | 331 |
|
|
2019
Q3 | $582K | Sell |
7,671
-4,382
| -36% | -$332K | 0.08% | 291 |
|
|
2019
Q2 | $939K | Buy |
12,053
+6,463
| +116% | +$504K | 0.14% | 166 |
|
|
2019
Q1 | $419K | Sell |
5,590
-2,639
| -32% | -$198K | 0.07% | 295 |
|
|
2018
Q4 | $511K | Sell |
8,229
-2,123
| -21% | -$132K | 0.1% | 243 |
|
|
2018
Q3 | $769K | Buy |
10,352
+184
| +2% | +$13.7K | 0.17% | 156 |
|
|
2018
Q2 | $726K | Buy |
10,168
+1,467
| +17% | +$105K | 0.19% | 147 |
|
|
2018
Q1 | $581K | Buy |
8,701
+1,327
| +18% | +$88.6K | 0.16% | 166 |
|
|
2017
Q4 | $517K | Buy |
7,374
+4,061
| +123% | +$285K | 0.14% | 188 |
|
|
2017
Q3 | $214K | Sell |
3,313
-73,469
| -96% | -$4.75M | 0.09% | 232 |
|
|
2017
Q2 | $39 | Sell |
76,782
-18,777
| -20% | -$10 | 0.02% | 573 |
|
|
2017
Q1 | $5.01M | Buy |
95,559
+92,881
| +3,468% | +$4.87M | 3.34% | 1 |
|
|
2016
Q4 | $146K | Buy |
+2,678
| New | +$146K | 0.11% | 208 |
|