IWM
IHT Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
251,700
-22,123
| -8% | -$942K | 0.29% | 78 |
|
|
2025
Q1 | $11.2M | Sell |
273,823
-129,178
| -32% | -$5.27M | 0.35% | 65 |
|
|
2024
Q4 | $18.1M | Buy |
403,001
+9,299
| +2% | +$418K | 0.58% | 28 |
|
|
2024
Q3 | $17.9M | Buy |
393,702
+8,246
| +2% | +$375K | 0.51% | 33 |
|
|
2024
Q2 | $16M | Sell |
385,456
-18,085
| -4% | -$751K | 0.6% | 26 |
|
|
2024
Q1 | $17.4M | Sell |
403,541
-20,484
| -5% | -$882K | 0.7% | 21 |
|
|
2023
Q4 | $17.9M | Sell |
424,025
-22,830
| -5% | -$963K | 0.8% | 18 |
|
|
2023
Q3 | $16.5M | Sell |
446,855
-13,388
| -3% | -$494K | 0.84% | 20 |
|
|
2023
Q2 | $17.9M | Buy |
460,243
+43,617
| +10% | +$1.69M | 0.93% | 18 |
|
|
2023
Q1 | $15.7M | Buy |
416,626
+151,542
| +57% | +$5.72M | 0.9% | 19 |
|
|
2022
Q4 | $9.8M | Buy |
265,084
+6,043
| +2% | +$223K | 0.62% | 29 |
|
|
2022
Q3 | $8.82M | Buy |
259,041
+38,960
| +18% | +$1.33M | 0.67% | 21 |
|
|
2022
Q2 | $7.92M | Sell |
220,081
-22,764
| -9% | -$819K | 0.7% | 21 |
|
|
2022
Q1 | $10.2M | Sell |
242,845
-39,832
| -14% | -$1.68M | 0.77% | 19 |
|
|
2021
Q4 | $12.6M | Buy |
282,677
+41,111
| +17% | +$1.84M | 0.93% | 17 |
|
|
2021
Q3 | $10.3M | Sell |
241,566
-21,700
| -8% | -$924K | 0.84% | 17 |
|
|
2021
Q2 | $11.6M | Buy |
263,266
+45,872
| +21% | +$2.02M | 0.73% | 24 |
|
|
2021
Q1 | $9.19M | Buy |
217,394
+72,311
| +50% | +$3.06M | 0.66% | 27 |
|
|
2020
Q4 | $5.19M | Buy |
145,083
+11,417
| +9% | +$409K | 0.43% | 44 |
|
|
2020
Q3 | $3.66M | Buy |
133,666
+33,605
| +34% | +$920K | 0.37% | 56 |
|
|
2020
Q2 | $2.66M | Buy |
100,061
+76,308
| +321% | +$2.03M | 0.36% | 61 |
|
|
2020
Q1 | $519K | Buy |
+23,753
| New | +$519K | 0.07% | 278 |
|