IWM
IHT Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Sell |
124,052
-3,900
| -3% | -$212K | 0.19% | 116 |
|
|
2025
Q1 | $6.55M | Buy |
127,952
+3,513
| +3% | +$180K | 0.2% | 101 |
|
|
2024
Q4 | $6.81M | Buy |
124,439
+4,980
| +4% | +$272K | 0.22% | 91 |
|
|
2024
Q3 | $6.53M | Sell |
119,459
-135,512
| -53% | -$7.4M | 0.19% | 108 |
|
|
2024
Q2 | $13.1M | Sell |
254,971
-8,708
| -3% | -$447K | 0.49% | 34 |
|
|
2024
Q1 | $14.1M | Sell |
263,679
-33,247
| -11% | -$1.77M | 0.56% | 29 |
|
|
2023
Q4 | $14.5M | Buy |
296,926
+3,087
| +1% | +$150K | 0.65% | 25 |
|
|
2023
Q3 | $12.9M | Sell |
293,839
-26,511
| -8% | -$1.16M | 0.65% | 25 |
|
|
2023
Q2 | $14.7M | Buy |
320,350
+3,387
| +1% | +$155K | 0.77% | 23 |
|
|
2023
Q1 | $13.9M | Buy |
316,963
+199,053
| +169% | +$8.75M | 0.8% | 23 |
|
|
2022
Q4 | $5.01M | Buy |
117,910
+4,645
| +4% | +$197K | 0.31% | 74 |
|
|
2022
Q3 | $4.37M | Sell |
113,265
-1,599
| -1% | -$61.7K | 0.33% | 56 |
|
|
2022
Q2 | $4.56M | Buy |
114,864
+6,591
| +6% | +$262K | 0.4% | 45 |
|
|
2022
Q1 | $5.11M | Buy |
108,273
+8,607
| +9% | +$406K | 0.39% | 46 |
|
|
2021
Q4 | $4.96M | Buy |
99,666
+10,738
| +12% | +$534K | 0.37% | 53 |
|
|
2021
Q3 | $4.11M | Buy |
88,928
+10,687
| +14% | +$493K | 0.33% | 65 |
|
|
2021
Q2 | $3.69M | Sell |
78,241
-1,272
| -2% | -$60.1K | 0.23% | 90 |
|
|
2021
Q1 | $3.64M | Sell |
79,513
-3,994
| -5% | -$183K | 0.26% | 85 |
|
|
2020
Q4 | $3.37M | Sell |
83,507
-3,002
| -3% | -$121K | 0.28% | 81 |
|
|
2020
Q3 | $2.82M | Sell |
86,509
-12,239
| -12% | -$399K | 0.28% | 82 |
|
|
2020
Q2 | $3.09M | Buy |
98,748
+8,455
| +9% | +$264K | 0.42% | 50 |
|
|
2020
Q1 | $2.29M | Buy |
+90,293
| New | +$2.29M | 0.33% | 72 |
|