IWM
IHT Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
80,376
+6,344
| +9% | +$861K | 0.3% | 76 |
|
|
2025
Q1 | $10M | Sell |
74,032
-2,977
| -4% | -$404K | 0.31% | 73 |
|
|
2024
Q4 | $10.2M | Buy |
77,009
+694
| +0.9% | +$91.7K | 0.33% | 63 |
|
|
2024
Q3 | $10.8M | Sell |
76,315
-1,529
| -2% | -$217K | 0.31% | 64 |
|
|
2024
Q2 | $9.9M | Sell |
77,844
-7,747
| -9% | -$985K | 0.37% | 52 |
|
|
2024
Q1 | $11.2M | Sell |
85,591
-48,912
| -36% | -$6.42M | 0.45% | 38 |
|
|
2023
Q4 | $16.8M | Sell |
134,503
-334
| -0.2% | -$41.7K | 0.75% | 21 |
|
|
2023
Q3 | $15.5M | Buy |
134,837
+483
| +0.4% | +$55.6K | 0.79% | 22 |
|
|
2023
Q2 | $16.5M | Buy |
134,354
+3,135
| +2% | +$384K | 0.86% | 20 |
|
|
2023
Q1 | $16.2M | Sell |
131,219
-2,896
| -2% | -$358K | 0.93% | 17 |
|
|
2022
Q4 | $16.8M | Buy |
134,115
+3,709
| +3% | +$464K | 1.05% | 14 |
|
|
2022
Q3 | $14.5M | Sell |
130,406
-924
| -0.7% | -$103K | 1.11% | 12 |
|
|
2022
Q2 | $15.6M | Buy |
131,330
+1,727
| +1% | +$205K | 1.37% | 12 |
|
|
2022
Q1 | $16.6M | Sell |
129,603
-44
| -0% | -$5.64K | 1.26% | 14 |
|
|
2021
Q4 | $16.7M | Buy |
129,647
+3,887
| +3% | +$502K | 1.23% | 12 |
|
|
2021
Q3 | $14.8M | Buy |
125,760
+6,735
| +6% | +$792K | 1.2% | 11 |
|
|
2021
Q2 | $14.6M | Buy |
119,025
+12,864
| +12% | +$1.57M | 0.92% | 14 |
|
|
2021
Q1 | $12.5M | Buy |
106,161
+15,355
| +17% | +$1.81M | 0.9% | 17 |
|
|
2020
Q4 | $9.62M | Buy |
90,806
+17,762
| +24% | +$1.88M | 0.8% | 16 |
|
|
2020
Q3 | $6.75M | Sell |
73,044
-20,764
| -22% | -$1.92M | 0.68% | 20 |
|
|
2020
Q2 | $8.56M | Buy |
93,808
+1,591
| +2% | +$145K | 1.17% | 11 |
|
|
2020
Q1 | $7.36M | Sell |
92,217
-18,132
| -16% | -$1.45M | 1.06% | 14 |
|
|
2019
Q4 | $11.9M | Sell |
110,349
-2,153
| -2% | -$232K | 1.41% | 10 |
|
|
2019
Q3 | $11.5M | Buy |
112,502
+31,436
| +39% | +$3.23M | 1.57% | 8 |
|
|
2019
Q2 | $8.18M | Buy |
81,066
+9,565
| +13% | +$965K | 1.19% | 11 |
|
|
2019
Q1 | $7.11M | Sell |
71,501
-728
| -1% | -$72.4K | 1.18% | 11 |
|
|
2018
Q4 | $6.47M | Buy |
72,229
+6,100
| +9% | +$546K | 1.24% | 9 |
|
|
2018
Q3 | $6.48M | Sell |
66,129
-81
| -0.1% | -$7.93K | 1.4% | 8 |
|
|
2018
Q2 | $6.14M | Buy |
66,210
+2,414
| +4% | +$224K | 1.57% | 3 |
|
|
2018
Q1 | $5.7M | Sell |
63,796
-2,004
| -3% | -$179K | 1.53% | 3 |
|
|
2017
Q4 | $6.28M | Buy |
65,800
+1,702
| +3% | +$162K | 1.66% | 3 |
|
|
2017
Q3 | $5.89M | Buy |
64,098
+63,835
| +24,272% | +$5.86M | 2.51% | 2 |
|
|
2017
Q2 | $14 | Hold |
263
| – | – | 0.01% | 873 |
|
|
2017
Q1 | $31K | Sell |
263
-2,860
| -92% | -$337K | 0.02% | 539 |
|
|
2016
Q4 | $268K | Buy |
+3,123
| New | +$268K | 0.2% | 121 |
|