IWM
SLY
IHT Wealth Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,594
| Closed | -$1.23M | – | 1040 |
|
|
2023
Q1 | $1.23M | Sell |
14,594
-787
| -5% | -$66.1K | 0.07% | 266 |
|
|
2022
Q4 | $1.26M | Sell |
15,381
-1,383
| -8% | -$114K | 0.08% | 253 |
|
|
2022
Q3 | $1.27M | Buy |
16,764
+3,865
| +30% | +$293K | 0.1% | 232 |
|
|
2022
Q2 | $1.03M | Sell |
12,899
-408
| -3% | -$32.7K | 0.09% | 233 |
|
|
2022
Q1 | $1.25M | Sell |
13,307
-1,723
| -11% | -$161K | 0.09% | 218 |
|
|
2021
Q4 | $1.49M | Sell |
15,030
-95,217
| -86% | -$9.46M | 0.11% | 185 |
|
|
2021
Q3 | $10.4M | Sell |
110,247
-33,371
| -23% | -$3.16M | 0.85% | 16 |
|
|
2021
Q2 | $14M | Buy |
143,618
+232
| +0.2% | +$22.7K | 0.89% | 17 |
|
|
2021
Q1 | $13.5M | Buy |
143,386
+130,448
| +1,008% | +$12.3M | 0.97% | 16 |
|
|
2020
Q4 | $1.03M | Buy |
12,938
+7,616
| +143% | +$606K | 0.09% | 237 |
|
|
2020
Q3 | $324K | Buy |
5,322
+157
| +3% | +$9.56K | 0.03% | 462 |
|
|
2020
Q2 | $305K | Sell |
5,165
-2,970
| -37% | -$175K | 0.04% | 408 |
|
|
2020
Q1 | $394K | Buy |
8,135
+2,795
| +52% | +$135K | 0.06% | 327 |
|
|
2019
Q4 | $387K | Sell |
5,340
-16
| -0.3% | -$1.16K | 0.05% | 379 |
|
|
2019
Q3 | $362K | Buy |
5,356
+18
| +0.3% | +$1.22K | 0.05% | 384 |
|
|
2019
Q2 | $360K | Buy |
+5,338
| New | +$360K | 0.05% | 359 |
|
|
2018
Q2 | – | Sell |
-363
| Closed | -$47K | – | 1680 |
|
|
2018
Q1 | $47K | Buy |
363
+100
| +38% | +$12.9K | 0.01% | 702 |
|
|
2017
Q4 | $35K | Hold |
263
| – | – | 0.01% | 805 |
|
|
2017
Q3 | $34K | Buy |
263
+222
| +541% | +$28.7K | 0.01% | 629 |
|
|
2017
Q2 | $17 | Sell |
41
-2
| -5% | -$1 | 0.01% | 830 |
|
|
2017
Q1 | $6K | Sell |
43
-207
| -83% | -$28.9K | ﹤0.01% | 944 |
|
|
2016
Q4 | $30K | Buy |
+250
| New | +$30K | 0.02% | 519 |
|