IWM
IHT Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
48,119
+576
| +1% | +$28.4K | 0.07% | 284 |
|
|
2025
Q1 | $2.34M | Buy |
47,543
+4,879
| +11% | +$240K | 0.07% | 256 |
|
|
2024
Q4 | $2.08M | Buy |
42,664
+29,370
| +221% | +$1.43M | 0.07% | 268 |
|
|
2024
Q3 | $657K | Sell |
13,294
-966
| -7% | -$47.7K | 0.02% | 633 |
|
|
2024
Q2 | $685K | Sell |
14,260
-812
| -5% | -$39K | 0.03% | 538 |
|
|
2024
Q1 | $727K | Buy |
15,072
+89
| +0.6% | +$4.29K | 0.03% | 519 |
|
|
2023
Q4 | $724K | Sell |
14,983
-14,320
| -49% | -$692K | 0.03% | 487 |
|
|
2023
Q3 | $1.38M | Buy |
29,303
+4,251
| +17% | +$201K | 0.07% | 274 |
|
|
2023
Q2 | $1.19M | Buy |
25,052
+2,373
| +10% | +$113K | 0.06% | 298 |
|
|
2023
Q1 | $1.09M | Buy |
22,679
+865
| +4% | +$41.4K | 0.06% | 290 |
|
|
2022
Q4 | $1.03M | Sell |
21,814
-3,258
| -13% | -$154K | 0.07% | 291 |
|
|
2022
Q3 | $1.19M | Sell |
25,072
-611
| -2% | -$28.9K | 0.09% | 249 |
|
|
2022
Q2 | $1.24M | Sell |
25,683
-1,455
| -5% | -$70.2K | 0.11% | 194 |
|
|
2022
Q1 | $1.33M | Buy |
27,138
+4,034
| +17% | +$197K | 0.1% | 204 |
|
|
2021
Q4 | $1.16M | Sell |
23,104
-280
| -1% | -$14K | 0.09% | 229 |
|
|
2021
Q3 | $1.18M | Sell |
23,384
-154
| -0.7% | -$7.79K | 0.1% | 213 |
|
|
2021
Q2 | $1.2M | Buy |
23,538
+984
| +4% | +$50.1K | 0.08% | 282 |
|
|
2021
Q1 | $1.15M | Sell |
22,554
-153,608
| -87% | -$7.85M | 0.08% | 247 |
|
|
2020
Q4 | $9.07M | Buy |
176,162
+160,500
| +1,025% | +$8.26M | 0.75% | 17 |
|
|
2020
Q3 | $809K | Sell |
15,662
-7,553
| -33% | -$390K | 0.08% | 248 |
|
|
2020
Q2 | $1.2M | Sell |
23,215
-591
| -2% | -$30.5K | 0.16% | 140 |
|
|
2020
Q1 | $1.21M | Sell |
23,806
-475
| -2% | -$24.2K | 0.17% | 143 |
|
|
2019
Q4 | $1.26M | Sell |
24,281
-4,264
| -15% | -$221K | 0.15% | 154 |
|
|
2019
Q3 | $1.48M | Sell |
28,545
-20,561
| -42% | -$1.07M | 0.2% | 122 |
|
|
2019
Q2 | $2.54M | Buy |
49,106
+20,509
| +72% | +$1.06M | 0.37% | 62 |
|
|
2019
Q1 | $1.47M | Buy |
28,597
+2,686
| +10% | +$138K | 0.24% | 103 |
|
|
2018
Q4 | $1.32M | Buy |
25,911
+18,305
| +241% | +$935K | 0.25% | 101 |
|
|
2018
Q3 | $388K | Sell |
7,606
-801
| -10% | -$40.9K | 0.08% | 270 |
|
|
2018
Q2 | $430K | Sell |
8,407
-6,768
| -45% | -$346K | 0.11% | 228 |
|
|
2018
Q1 | $780K | Buy |
15,175
+9,844
| +185% | +$506K | 0.21% | 128 |
|
|
2017
Q4 | $275K | Buy |
5,331
+788
| +17% | +$40.6K | 0.07% | 296 |
|
|
2017
Q3 | $236K | Buy |
4,543
+1,591
| +54% | +$82.6K | 0.1% | 220 |
|
|
2017
Q2 | $1 | Buy |
2,952
+2,559
| +651% | +$1 | ﹤0.01% | 1324 |
|
|
2017
Q1 | $21K | Buy |
+393
| New | +$21K | 0.01% | 649 |
|