IWM
IHT Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
33,512
+8,788
| +36% | +$365K | 0.04% | 408 |
|
|
2025
Q1 | $1.02M | Buy |
24,724
+1,291
| +6% | +$53.1K | 0.03% | 469 |
|
|
2024
Q4 | $978K | Sell |
23,433
-29,272
| -56% | -$1.22M | 0.03% | 459 |
|
|
2024
Q3 | $2.2M | Buy |
52,705
+22,705
| +76% | +$946K | 0.06% | 294 |
|
|
2024
Q2 | $1.25M | Buy |
30,000
+10,101
| +51% | +$422K | 0.05% | 368 |
|
|
2024
Q1 | $838K | Buy |
19,899
+1,011
| +5% | +$42.6K | 0.03% | 476 |
|
|
2023
Q4 | $792K | Buy |
18,888
+732
| +4% | +$30.7K | 0.04% | 452 |
|
|
2023
Q3 | $761K | Buy |
18,156
+5,669
| +45% | +$238K | 0.04% | 415 |
|
|
2023
Q2 | $523K | Sell |
12,487
-2,819
| -18% | -$118K | 0.03% | 523 |
|
|
2023
Q1 | $635K | Sell |
15,306
-7,796
| -34% | -$323K | 0.04% | 437 |
|
|
2022
Q4 | $945K | Sell |
23,102
-35,873
| -61% | -$1.47M | 0.06% | 308 |
|
|
2022
Q3 | $2.41M | Buy |
58,975
+30,976
| +111% | +$1.27M | 0.18% | 119 |
|
|
2022
Q2 | $1.17M | Buy |
+27,999
| New | +$1.17M | 0.1% | 212 |
|
|
2019
Q1 | – | Sell |
-13,307
| Closed | -$595K | – | 543 |
|
|
2018
Q4 | $595K | Buy |
13,307
+327
| +3% | +$14.6K | 0.11% | 213 |
|
|
2018
Q3 | $615K | Buy |
12,980
+6,237
| +92% | +$296K | 0.13% | 191 |
|
|
2018
Q2 | $317K | Buy |
6,743
+3,560
| +112% | +$167K | 0.08% | 289 |
|
|
2018
Q1 | $150K | Hold |
3,183
| – | – | 0.04% | 406 |
|
|
2017
Q4 | $151K | Buy |
3,183
+1,811
| +132% | +$85.9K | 0.04% | 402 |
|
|
2017
Q3 | $65K | Hold |
1,372
| – | – | 0.03% | 452 |
|
|
2017
Q2 | $3.07K | Buy |
1,372
+1,249
| +1,015% | +$2.8K | 1.49% | 6 |
|
|
2017
Q1 | $6K | Hold |
123
| – | – | ﹤0.01% | 934 |
|
|
2016
Q4 | $6K | Buy |
+123
| New | +$6K | ﹤0.01% | 892 |
|