IWM
IHT Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
26,968
+3,888
| +17% | +$233K | 0.04% | 363 |
|
|
2025
Q1 | $1.38M | Sell |
23,080
-861
| -4% | -$51.5K | 0.04% | 378 |
|
|
2024
Q4 | $1.43M | Sell |
23,941
-1,959
| -8% | -$117K | 0.05% | 347 |
|
|
2024
Q3 | $1.55M | Sell |
25,900
-2,763
| -10% | -$165K | 0.04% | 382 |
|
|
2024
Q2 | $1.71M | Sell |
28,663
-2,266
| -7% | -$135K | 0.06% | 285 |
|
|
2024
Q1 | $1.84M | Sell |
30,929
-2,536
| -8% | -$151K | 0.07% | 269 |
|
|
2023
Q4 | $2M | Sell |
33,465
-16,024
| -32% | -$956K | 0.09% | 224 |
|
|
2023
Q3 | $2.94M | Buy |
49,489
+5,350
| +12% | +$318K | 0.15% | 140 |
|
|
2023
Q2 | $2.62M | Buy |
44,139
+4,019
| +10% | +$239K | 0.14% | 145 |
|
|
2023
Q1 | $2.39M | Buy |
40,120
+489
| +1% | +$29.1K | 0.14% | 148 |
|
|
2022
Q4 | $2.36M | Buy |
39,631
+5,472
| +16% | +$325K | 0.15% | 152 |
|
|
2022
Q3 | $2.03M | Buy |
34,159
+10,090
| +42% | +$598K | 0.15% | 145 |
|
|
2022
Q2 | $1.43M | Sell |
24,069
-1,304
| -5% | -$77.4K | 0.13% | 172 |
|
|
2022
Q1 | $1.51M | Sell |
25,373
-2,159
| -8% | -$128K | 0.11% | 183 |
|
|
2021
Q4 | $1.65M | Buy |
27,532
+618
| +2% | +$36.9K | 0.12% | 169 |
|
|
2021
Q3 | $1.61M | Sell |
26,914
-6,088
| -18% | -$365K | 0.13% | 154 |
|
|
2021
Q2 | $1.98M | Sell |
33,002
-12,825
| -28% | -$769K | 0.13% | 170 |
|
|
2021
Q1 | $2.75M | Sell |
45,827
-5,268
| -10% | -$316K | 0.2% | 111 |
|
|
2020
Q4 | $3.07M | Sell |
51,095
-5,816
| -10% | -$349K | 0.26% | 87 |
|
|
2020
Q3 | $3.42M | Buy |
56,911
+3,860
| +7% | +$232K | 0.34% | 60 |
|
|
2020
Q2 | $3.18M | Sell |
53,051
-12,361
| -19% | -$742K | 0.44% | 44 |
|
|
2020
Q1 | $3.86M | Buy |
65,412
+10,381
| +19% | +$613K | 0.56% | 33 |
|
|
2019
Q4 | $3.31M | Buy |
55,031
+1,081
| +2% | +$65K | 0.39% | 55 |
|
|
2019
Q3 | $3.24M | Buy |
53,950
+3,802
| +8% | +$228K | 0.44% | 49 |
|
|
2019
Q2 | $3.01M | Sell |
50,148
-3,191
| -6% | -$192K | 0.44% | 48 |
|
|
2019
Q1 | $3.2M | Sell |
53,339
-5,984
| -10% | -$359K | 0.53% | 33 |
|
|
2018
Q4 | $3.55M | Buy |
59,323
+42,073
| +244% | +$2.52M | 0.68% | 28 |
|
|
2018
Q3 | $1.04M | Buy |
17,250
+8,859
| +106% | +$532K | 0.22% | 118 |
|
|
2018
Q2 | $503K | Sell |
8,391
-1,091
| -12% | -$65.4K | 0.13% | 204 |
|
|
2018
Q1 | $569K | Buy |
9,482
+8,250
| +670% | +$495K | 0.15% | 168 |
|
|
2017
Q4 | $74K | Buy |
1,232
+850
| +223% | +$51.1K | 0.02% | 577 |
|
|
2017
Q3 | $23K | Sell |
382
-19
| -5% | -$1.14K | 0.01% | 728 |
|
|
2017
Q2 | $49 | Hold |
401
| – | – | 0.02% | 509 |
|
|
2017
Q1 | $18K | Buy |
401
+386
| +2,573% | +$17.3K | 0.01% | 686 |
|
|
2016
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1115 |
|