IWM
IHT Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
165,683
+26,583
| +19% | +$2.15M | 0.37% | 62 |
|
|
2025
Q1 | $11.4M | Buy |
139,100
+17,961
| +15% | +$1.47M | 0.35% | 64 |
|
|
2024
Q4 | $9.52M | Buy |
121,139
+5,773
| +5% | +$454K | 0.31% | 67 |
|
|
2024
Q3 | $9.56M | Buy |
115,366
+35,890
| +45% | +$2.98M | 0.27% | 71 |
|
|
2024
Q2 | $6.1M | Sell |
79,476
-5,060
| -6% | -$388K | 0.23% | 90 |
|
|
2024
Q1 | $6.46M | Sell |
84,536
-29,916
| -26% | -$2.28M | 0.26% | 78 |
|
|
2023
Q4 | $8.24M | Buy |
114,452
+45,649
| +66% | +$3.29M | 0.37% | 53 |
|
|
2023
Q3 | $4.73M | Sell |
68,803
-30,558
| -31% | -$2.1M | 0.24% | 94 |
|
|
2023
Q2 | $7.37M | Sell |
99,361
-17,287
| -15% | -$1.28M | 0.38% | 47 |
|
|
2023
Q1 | $8.71M | Buy |
116,648
+3,359
| +3% | +$251K | 0.5% | 37 |
|
|
2022
Q4 | $8.45M | Buy |
113,289
+4,799
| +4% | +$358K | 0.53% | 34 |
|
|
2022
Q3 | $7.24M | Buy |
108,490
+23,128
| +27% | +$1.54M | 0.55% | 32 |
|
|
2022
Q2 | $6.16M | Sell |
85,362
-7,684
| -8% | -$555K | 0.54% | 32 |
|
|
2022
Q1 | $7.06M | Buy |
93,046
+47,028
| +102% | +$3.57M | 0.54% | 32 |
|
|
2021
Q4 | $3.55M | Sell |
46,018
-5,744
| -11% | -$443K | 0.26% | 82 |
|
|
2021
Q3 | $3.56M | Sell |
51,762
-4,982
| -9% | -$343K | 0.29% | 76 |
|
|
2021
Q2 | $3.97M | Buy |
56,744
+5,857
| +12% | +$410K | 0.25% | 84 |
|
|
2021
Q1 | $3.48M | Sell |
50,887
-1,492
| -3% | -$102K | 0.25% | 89 |
|
|
2020
Q4 | $3.53M | Sell |
52,379
-24,788
| -32% | -$1.67M | 0.29% | 74 |
|
|
2020
Q3 | $4.95M | Buy |
77,167
+31,024
| +67% | +$1.99M | 0.5% | 31 |
|
|
2020
Q2 | $2.71M | Sell |
46,143
-7,571
| -14% | -$444K | 0.37% | 59 |
|
|
2020
Q1 | $2.93M | Buy |
53,714
+12,644
| +31% | +$689K | 0.42% | 53 |
|
|
2019
Q4 | $2.59M | Buy |
41,070
+3,157
| +8% | +$199K | 0.31% | 75 |
|
|
2019
Q3 | $2.33M | Sell |
37,913
-311
| -0.8% | -$19.1K | 0.32% | 72 |
|
|
2019
Q2 | $2.22M | Sell |
38,224
-66
| -0.2% | -$3.83K | 0.32% | 72 |
|
|
2019
Q1 | $2.15M | Buy |
38,290
+4,463
| +13% | +$250K | 0.36% | 64 |
|
|
2018
Q4 | $1.72M | Buy |
33,827
+12,120
| +56% | +$616K | 0.33% | 78 |
|
|
2018
Q3 | $1.17M | Buy |
21,707
+801
| +4% | +$43.2K | 0.25% | 109 |
|
|
2018
Q2 | $1.08M | Buy |
20,906
+338
| +2% | +$17.4K | 0.28% | 100 |
|
|
2018
Q1 | $1.06M | Sell |
20,568
-950
| -4% | -$48.8K | 0.28% | 84 |
|
|
2017
Q4 | $1.23M | Sell |
21,518
-36
| -0.2% | -$2.05K | 0.33% | 73 |
|
|
2017
Q3 | $1.16M | Buy |
21,554
+364
| +2% | +$19.5K | 0.49% | 45 |
|
|
2017
Q2 | $87 | Buy |
21,190
+5,161
| +32% | +$21 | 0.04% | 367 |
|
|
2017
Q1 | $874K | Buy |
16,029
+160
| +1% | +$8.72K | 0.58% | 34 |
|
|
2016
Q4 | $824K | Buy |
+15,869
| New | +$824K | 0.62% | 30 |
|