IWM
IHT Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
402,017
+5,088
| +1% | +$206K | 0.45% | 46 |
|
|
2025
Q1 | $14.5M | Sell |
396,929
-261,832
| -40% | -$9.54M | 0.45% | 48 |
|
|
2024
Q4 | $22.5M | Sell |
658,761
-39,498
| -6% | -$1.35M | 0.73% | 24 |
|
|
2024
Q3 | $26.2M | Sell |
698,259
-221,911
| -24% | -$8.33M | 0.74% | 22 |
|
|
2024
Q2 | $32.3M | Sell |
920,170
-29,848
| -3% | -$1.05M | 1.2% | 14 |
|
|
2024
Q1 | $34M | Sell |
950,018
-30,418
| -3% | -$1.09M | 1.36% | 12 |
|
|
2023
Q4 | $33.3M | Sell |
980,436
-6,394
| -0.6% | -$217K | 1.49% | 8 |
|
|
2023
Q3 | $30.6M | Buy |
986,830
+45,385
| +5% | +$1.41M | 1.55% | 8 |
|
|
2023
Q2 | $30.6M | Buy |
941,445
+49,018
| +5% | +$1.6M | 1.6% | 7 |
|
|
2023
Q1 | $28.7M | Buy |
892,427
+263,624
| +42% | +$8.47M | 1.64% | 6 |
|
|
2022
Q4 | $18.7M | Sell |
628,803
-8,122
| -1% | -$241K | 1.17% | 12 |
|
|
2022
Q3 | $16.4M | Buy |
636,925
+90,360
| +17% | +$2.33M | 1.25% | 11 |
|
|
2022
Q2 | $15.8M | Sell |
546,565
-49,728
| -8% | -$1.43M | 1.39% | 10 |
|
|
2022
Q1 | $20.4M | Buy |
596,293
+41,794
| +8% | +$1.43M | 1.55% | 10 |
|
|
2021
Q4 | $20.2M | Buy |
554,499
+37,153
| +7% | +$1.36M | 1.49% | 11 |
|
|
2021
Q3 | $18.7M | Buy |
517,346
+34,976
| +7% | +$1.27M | 1.52% | 9 |
|
|
2021
Q2 | $17.7M | Buy |
482,370
+67,435
| +16% | +$2.48M | 1.13% | 12 |
|
|
2021
Q1 | $14.7M | Buy |
414,935
+87,490
| +27% | +$3.09M | 1.06% | 11 |
|
|
2020
Q4 | $11.1M | Buy |
327,445
+12,502
| +4% | +$422K | 0.92% | 14 |
|
|
2020
Q3 | $9.22M | Sell |
314,943
-174,091
| -36% | -$5.09M | 0.92% | 14 |
|
|
2020
Q2 | $13.5M | Buy |
489,034
+42,500
| +10% | +$1.17M | 1.85% | 7 |
|
|
2020
Q1 | $10.7M | Buy |
446,534
+406,994
| +1,029% | +$9.74M | 1.54% | 10 |
|
|
2019
Q4 | $1.24M | Buy |
+39,540
| New | +$1.24M | 0.15% | 156 |
|