IWM
IHT Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Sell |
133,308
-1,120
| -0.8% | -$47.9K | 0.16% | 129 |
|
|
2025
Q1 | $5.29M | Buy |
134,428
+3,825
| +3% | +$151K | 0.17% | 124 |
|
|
2024
Q4 | $5.01M | Sell |
130,603
-66,853
| -34% | -$2.57M | 0.16% | 128 |
|
|
2024
Q3 | $8.17M | Buy |
197,456
+50,676
| +35% | +$2.1M | 0.23% | 86 |
|
|
2024
Q2 | $5.53M | Buy |
146,780
+9,360
| +7% | +$353K | 0.21% | 99 |
|
|
2024
Q1 | $4.97M | Buy |
137,420
+8,739
| +7% | +$316K | 0.2% | 102 |
|
|
2023
Q4 | $4.56M | Sell |
128,681
-9,445
| -7% | -$334K | 0.2% | 104 |
|
|
2023
Q3 | $4.64M | Buy |
138,126
+1,855
| +1% | +$62.3K | 0.24% | 96 |
|
|
2023
Q2 | $4.68M | Buy |
136,271
+4,366
| +3% | +$150K | 0.24% | 87 |
|
|
2023
Q1 | $4.5M | Buy |
131,905
+9,799
| +8% | +$334K | 0.26% | 85 |
|
|
2022
Q4 | $4.02M | Sell |
122,106
-4,666
| -4% | -$154K | 0.25% | 90 |
|
|
2022
Q3 | $3.94M | Buy |
126,772
+47,291
| +59% | +$1.47M | 0.3% | 69 |
|
|
2022
Q2 | $2.76M | Sell |
79,481
-9,698
| -11% | -$337K | 0.24% | 93 |
|
|
2022
Q1 | $3.45M | Buy |
89,179
+16,288
| +22% | +$629K | 0.26% | 83 |
|
|
2021
Q4 | $3.02M | Buy |
72,891
+15,689
| +27% | +$651K | 0.22% | 96 |
|
|
2021
Q3 | $2.43M | Sell |
57,202
-1,485
| -3% | -$63.2K | 0.2% | 114 |
|
|
2021
Q2 | $2.67M | Buy |
58,687
+1,121
| +2% | +$51K | 0.17% | 123 |
|
|
2021
Q1 | $2.52M | Buy |
57,566
+6,201
| +12% | +$271K | 0.18% | 126 |
|
|
2020
Q4 | $2.17M | Buy |
51,365
+17,953
| +54% | +$757K | 0.18% | 128 |
|
|
2020
Q3 | $1.22M | Buy |
33,412
+7,610
| +29% | +$278K | 0.12% | 178 |
|
|
2020
Q2 | $863K | Buy |
25,802
+7,398
| +40% | +$247K | 0.12% | 194 |
|
|
2020
Q1 | $524K | Buy |
+18,404
| New | +$524K | 0.08% | 275 |
|
|
2018
Q2 | – | Sell |
-1,506
| Closed | -$58K | – | 1208 |
|
|
2018
Q1 | $58K | Sell |
1,506
-40
| -3% | -$1.54K | 0.02% | 635 |
|
|
2017
Q4 | $62K | Buy |
1,546
+909
| +143% | +$36.5K | 0.02% | 630 |
|
|
2017
Q3 | $47K | Buy |
637
+602
| +1,720% | +$44.4K | 0.02% | 539 |
|
|
2017
Q2 | $28 | Hold |
35
| – | – | 0.01% | 681 |
|
|
2017
Q1 | $3K | Sell |
35
-54
| -61% | -$4.63K | ﹤0.01% | 1041 |
|
|
2016
Q4 | $5K | Buy |
+89
| New | +$5K | ﹤0.01% | 926 |
|