IWM
IHT Wealth Management’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
196,259
+7,149
| +4% | +$568K | 0.43% | 48 |
|
|
2025
Q1 | $14.6M | Sell |
189,110
-94,225
| -33% | -$7.26M | 0.46% | 47 |
|
|
2024
Q4 | $22.7M | Buy |
283,335
+224,627
| +383% | +$18M | 0.73% | 22 |
|
|
2024
Q3 | $4.66M | Sell |
58,708
-22,305
| -28% | -$1.77M | 0.13% | 156 |
|
|
2024
Q2 | $5.91M | Sell |
81,013
-50,467
| -38% | -$3.68M | 0.22% | 94 |
|
|
2024
Q1 | $9.99M | Buy |
131,480
+2,210
| +2% | +$168K | 0.4% | 45 |
|
|
2023
Q4 | $9.49M | Sell |
129,270
-3,799
| -3% | -$279K | 0.42% | 42 |
|
|
2023
Q3 | $8.63M | Buy |
133,069
+117,659
| +764% | +$7.63M | 0.44% | 40 |
|
|
2023
Q2 | $1.06M | Buy |
15,410
+350
| +2% | +$24.1K | 0.06% | 326 |
|
|
2023
Q1 | $995K | Sell |
15,060
-458,281
| -97% | -$30.3M | 0.06% | 314 |
|
|
2022
Q4 | $30.6M | Buy |
473,341
+453,325
| +2,265% | +$29.3M | 1.92% | 5 |
|
|
2022
Q3 | $1.16M | Buy |
20,016
+6,808
| +52% | +$394K | 0.09% | 253 |
|
|
2022
Q2 | $799K | Sell |
13,208
-342,527
| -96% | -$20.7M | 0.07% | 281 |
|
|
2022
Q1 | $25M | Buy |
355,735
+297,399
| +510% | +$20.9M | 1.9% | 4 |
|
|
2021
Q4 | $4.15M | Sell |
58,336
-123,555
| -68% | -$8.79M | 0.31% | 69 |
|
|
2021
Q3 | $12M | Sell |
181,891
-31,492
| -15% | -$2.09M | 0.98% | 13 |
|
|
2021
Q2 | $14.4M | Buy |
213,383
+5,799
| +3% | +$392K | 0.91% | 15 |
|
|
2021
Q1 | $13.6M | Buy |
207,584
+194,911
| +1,538% | +$12.8M | 0.98% | 13 |
|
|
2020
Q4 | $703K | Buy |
12,673
+1,022
| +9% | +$56.7K | 0.06% | 314 |
|
|
2020
Q3 | $506K | Buy |
11,651
+4,580
| +65% | +$199K | 0.05% | 345 |
|
|
2020
Q2 | $301K | Buy |
+7,071
| New | +$301K | 0.04% | 414 |
|