IWM
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IHT Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

IHT Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.6M Sell
59,211
-2,331
-4% -$225K 0.13% 166
2025
Q4 		$5.6M Sell
61,542
-68,874
-53% -$6.19M 0.14% 154
2025
Q3 		$11.6M Sell
130,416
-230
-0.2% -$19.6K 0.29% 78
2025
Q2 		$10.4M Sell
130,646
-26,705
-17% -$2.03M 0.29% 82
2025
Q1 		$12.3M Buy
157,351
+10,612
+7% +$900K 0.39% 58
2024
Q4 		$12.8M Buy
146,739
+120,783
+465% +$10.8M 0.41% 53
2024
Q3 		$2.25M Buy
25,956
+5,297
+26% +$443K 0.06% 287
2024
Q2 		$1.62M Buy
20,659
+2,027
+11% +$161K 0.06% 303
2024
Q1 		$1.55M Buy
18,632
+5,167
+38% +$414K 0.06% 318
2023
Q4 		$1.12M Sell
13,465
-1,336
-9% -$98.8K 0.05% 358
2023
Q3 		$1.07M Buy
14,801
+1,512
+11% +$117K 0.05% 334
2023
Q2 		$1.03M Buy
13,289
+946
+8% +$70.4K 0.05% 337
2023
Q1 		$940K Sell
12,343
-129
-1% -$10.2K 0.05% 326
2022
Q4 		$926K Buy
12,472
+352
+3% +$26.4K 0.06% 316
2022
Q3 		$814K Sell
12,120
-284,155
-96% -$21.4M 0.06% 324
2022
Q2 		$21.5M Buy
296,275
+3,766
+1% +$294K 1.89% 6
2022
Q1 		$24.4M Buy
292,509
+275,121
+1,582% +$22.8M 1.85% 7
2021
Q4 		$1.47M Sell
17,388
-94,734
-84% -$8.09M 0.11% 189
2021
Q3 		$9.19M Sell
112,122
-53,080
-32% -$4.36M 0.75% 21
2021
Q2 		$14.2M Buy
165,202
+649
+0.4% +$55.2K 0.9% 16
2021
Q1 		$13.5M Buy
164,553
+159,583
+3,211% +$12.3M 0.97% 14
2020
Q4 		$329K Sell
4,970
-577
-10% -$34.3K 0.03% 533
2020
Q3 		$278K Buy
5,547
+1,331
+32% +$68.3K 0.03% 500
2020
Q2 		$207K Sell
4,216
-5,273
-56% -$242K 0.03% 517
2020
Q1 		$388K Buy
9,489
+5,918
+166% +$335K 0.06% 330
2019
Q4 		$235K Sell
3,571
-984
-22% -$62.3K 0.03% 523
2019
Q3 		$279K Sell
4,555
-404
-8% -$24.2K 0.04% 447
2019
Q2 		$301K Sell
4,959
-1,093
-18% -$66.2K 0.04% 397
2019
Q1 		$365K Sell
6,052
-643
-10% -$38.8K 0.06% 321
2018
Q4 		$360K Sell
6,695
-23,689
-78% -$1.44M 0.07% 294
2018
Q3 		$2.07M Buy
30,384
+23,809
+362% +$1.64M 0.45% 52
2018
Q2 		$439K Sell
6,575
-1,089
-14% -$71.2K 0.11% 225
2018
Q1 		$461K Buy
7,664
+186
+2% +$11.7K 0.12% 197
2017
Q4 		$478K Buy
7,478
+7,340
+5,319% +$468K 0.13% 205
2017
Q3 		$9K Sell
138
-338
-71% -$20.1K ﹤0.01% 992
2017
Q2 		$171 Buy
476
+398
+510% +$23.4K 0.08% 256
2017
Q1 		$8K Sell
78
-60
-43% -$3.56K 0.01% 896
2016
Q4 		$8K Buy
+138
New +$7.74K 0.01% 847

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IHT Wealth Management's SLYV Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.8% in Q1 2026, selling an estimated $225K and leaving 59,211 shares worth $5.6M. The position accounts for 0.13% of the portfolio, ranked #166.

IHT Wealth Management first reported a position in SLYV in Q4 2016 and has held it in 38 quarters since. The position peaked at $24.4M in Q1 2022. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • IHT Wealth Management held 59,211 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $5.6M as of Q1 2026.
  • IHT Wealth Management sold 2,331 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $225K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.13% of IHT Wealth Management's portfolio in Q1 2026, its #166 holding.
  • IHT Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $24.4M in Q1 2022.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.