IWM
IHT Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6M | Buy |
552,140
+8,474
| +2% | +$808K | 1.45% | 9 |
|
|
2025
Q1 | $43.7M | Buy |
543,666
+55,617
| +11% | +$4.47M | 1.36% | 10 |
|
|
2024
Q4 | $42.9M | Sell |
488,049
-1,914
| -0.4% | -$168K | 1.38% | 12 |
|
|
2024
Q3 | $40.6M | Buy |
489,963
+26,604
| +6% | +$2.21M | 1.15% | 14 |
|
|
2024
Q2 | $37.1M | Buy |
463,359
+1,483
| +0.3% | +$119K | 1.38% | 13 |
|
|
2024
Q1 | $33.8M | Sell |
461,876
-27,923
| -6% | -$2.04M | 1.35% | 13 |
|
|
2023
Q4 | $31.9M | Buy |
489,799
+8,721
| +2% | +$567K | 1.42% | 9 |
|
|
2023
Q3 | $28.5M | Buy |
481,078
+54,541
| +13% | +$3.23M | 1.45% | 9 |
|
|
2023
Q2 | $26M | Sell |
426,537
-8,305
| -2% | -$507K | 1.36% | 11 |
|
|
2023
Q1 | $24.1M | Buy |
434,842
+8,998
| +2% | +$498K | 1.37% | 11 |
|
|
2022
Q4 | $21.6M | Buy |
425,844
+7,595
| +2% | +$385K | 1.36% | 8 |
|
|
2022
Q3 | $21M | Buy |
418,249
+15,318
| +4% | +$767K | 1.59% | 8 |
|
|
2022
Q2 | $21.1M | Buy |
402,931
+32,794
| +9% | +$1.71M | 1.86% | 7 |
|
|
2022
Q1 | $24.5M | Sell |
370,137
-32,907
| -8% | -$2.18M | 1.86% | 6 |
|
|
2021
Q4 | $29.2M | Buy |
403,044
+8,335
| +2% | +$604K | 2.15% | 4 |
|
|
2021
Q3 | $25.3M | Buy |
394,709
+45,397
| +13% | +$2.91M | 2.06% | 3 |
|
|
2021
Q2 | $22M | Sell |
349,312
-10,462
| -3% | -$659K | 1.4% | 8 |
|
|
2021
Q1 | $20.3M | Sell |
359,774
-165,853
| -32% | -$9.35M | 1.46% | 8 |
|
|
2020
Q4 | $29.1M | Sell |
525,627
-28,233
| -5% | -$1.56M | 2.42% | 5 |
|
|
2020
Q3 | $27.8M | Buy |
553,860
+123,703
| +29% | +$6.2M | 2.79% | 5 |
|
|
2020
Q2 | $19.3M | Buy |
430,157
+69,942
| +19% | +$3.14M | 2.65% | 5 |
|
|
2020
Q1 | $12.9M | Buy |
360,215
+240,545
| +201% | +$8.6M | 1.85% | 6 |
|
|
2019
Q4 | $5.02M | Buy |
119,670
+15,667
| +15% | +$657K | 0.59% | 27 |
|
|
2019
Q3 | $4.05M | Buy |
104,003
+86,731
| +502% | +$3.37M | 0.55% | 33 |
|
|
2019
Q2 | $669K | Sell |
17,272
-6,225
| -26% | -$241K | 0.1% | 233 |
|
|
2019
Q1 | $874K | Buy |
23,497
+1,419
| +6% | +$52.8K | 0.15% | 172 |
|
|
2018
Q4 | $718K | Buy |
22,078
+3,730
| +20% | +$121K | 0.14% | 179 |
|
|
2018
Q3 | $702K | Sell |
18,348
-48
| -0.3% | -$1.84K | 0.15% | 169 |
|
|
2018
Q2 | $646K | Sell |
18,396
-6,243
| -25% | -$219K | 0.17% | 164 |
|
|
2018
Q1 | $806K | Buy |
24,639
+1,288
| +6% | +$42.1K | 0.22% | 121 |
|
|
2017
Q4 | $796K | Buy |
23,351
+21,964
| +1,584% | +$749K | 0.21% | 126 |
|
|
2017
Q3 | $174K | Buy |
1,387
+591
| +74% | +$74.1K | 0.07% | 272 |
|
|
2017
Q2 | $23 | Buy |
+796
| New | +$23 | 0.01% | 745 |
|