IWM
IHT Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
8,076
+700
| +9% | +$77K | 0.02% | 528 |
|
|
2025
Q1 | $819K | Buy |
7,376
+9
| +0.1% | +$1K | 0.03% | 520 |
|
|
2024
Q4 | $785K | Buy |
7,367
+1,864
| +34% | +$199K | 0.03% | 535 |
|
|
2024
Q3 | $608K | Sell |
5,503
-105
| -2% | -$11.6K | 0.02% | 660 |
|
|
2024
Q2 | $599K | Sell |
5,608
-310
| -5% | -$33.1K | 0.02% | 579 |
|
|
2024
Q1 | $636K | Sell |
5,918
-3,427
| -37% | -$368K | 0.03% | 558 |
|
|
2023
Q4 | $1M | Buy |
9,345
+968
| +12% | +$104K | 0.04% | 387 |
|
|
2023
Q3 | $869K | Sell |
8,377
-474
| -5% | -$49.2K | 0.04% | 388 |
|
|
2023
Q2 | $953K | Sell |
8,851
-175
| -2% | -$18.8K | 0.05% | 355 |
|
|
2023
Q1 | $995K | Sell |
9,026
-973
| -10% | -$107K | 0.06% | 313 |
|
|
2022
Q4 | $1.06M | Sell |
9,999
-7,020
| -41% | -$747K | 0.07% | 286 |
|
|
2022
Q3 | $1.79M | Buy |
17,019
+4,022
| +31% | +$422K | 0.14% | 172 |
|
|
2022
Q2 | $1.48M | Sell |
12,997
-4,233
| -25% | -$482K | 0.13% | 166 |
|
|
2022
Q1 | $2.15M | Sell |
17,230
-15,683
| -48% | -$1.95M | 0.16% | 132 |
|
|
2021
Q4 | $4.25M | Sell |
32,913
-4,755
| -13% | -$614K | 0.31% | 66 |
|
|
2021
Q3 | $4.81M | Sell |
37,668
-3,547
| -9% | -$453K | 0.39% | 49 |
|
|
2021
Q2 | $5.28M | Buy |
41,215
+3,460
| +9% | +$443K | 0.33% | 58 |
|
|
2021
Q1 | $4.74M | Buy |
37,755
+9,344
| +33% | +$1.17M | 0.34% | 61 |
|
|
2020
Q4 | $3.63M | Buy |
28,411
+2,202
| +8% | +$281K | 0.3% | 69 |
|
|
2020
Q3 | $3.32M | Buy |
26,209
+5,629
| +27% | +$712K | 0.33% | 63 |
|
|
2020
Q2 | $2.53M | Buy |
20,580
+11,463
| +126% | +$1.41M | 0.35% | 64 |
|
|
2020
Q1 | $1.08M | Buy |
9,117
+1,611
| +21% | +$190K | 0.15% | 154 |
|
|
2019
Q4 | $875K | Sell |
7,506
-743
| -9% | -$86.6K | 0.1% | 228 |
|
|
2019
Q3 | $959K | Buy |
8,249
+1,358
| +20% | +$158K | 0.13% | 182 |
|
|
2019
Q2 | $796K | Sell |
6,891
-914
| -12% | -$106K | 0.12% | 206 |
|
|
2019
Q1 | $882K | Sell |
7,805
-4,800
| -38% | -$542K | 0.15% | 171 |
|
|
2018
Q4 | $1.38M | Buy |
12,605
+1,983
| +19% | +$217K | 0.27% | 97 |
|
|
2018
Q3 | $1.18M | Buy |
10,622
+1,123
| +12% | +$124K | 0.25% | 108 |
|
|
2018
Q2 | $1.07M | Buy |
9,499
+1,511
| +19% | +$171K | 0.27% | 102 |
|
|
2018
Q1 | $902K | Sell |
7,988
-1,860
| -19% | -$210K | 0.24% | 106 |
|
|
2017
Q4 | $1.12M | Sell |
9,848
-588
| -6% | -$66.9K | 0.3% | 88 |
|
|
2017
Q3 | $1.18M | Sell |
10,436
-1,024
| -9% | -$116K | 0.5% | 43 |
|
|
2017
Q2 | $71 | Buy |
11,460
+515
| +5% | +$3 | 0.03% | 422 |
|
|
2017
Q1 | $1.26M | Buy |
10,945
+953
| +10% | +$109K | 0.84% | 20 |
|
|
2016
Q4 | $1.13M | Buy |
+9,992
| New | +$1.13M | 0.86% | 18 |
|