IWM
IHT Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
69,375
+2,034
| +3% | +$200K | 0.19% | 115 |
|
|
2025
Q1 | $6.16M | Sell |
67,341
-6,332
| -9% | -$580K | 0.19% | 109 |
|
|
2024
Q4 | $7.25M | Sell |
73,673
-3,789
| -5% | -$373K | 0.23% | 87 |
|
|
2024
Q3 | $7.94M | Buy |
77,462
+3,470
| +5% | +$356K | 0.23% | 89 |
|
|
2024
Q2 | $7.18M | Buy |
73,992
+884
| +1% | +$85.8K | 0.27% | 73 |
|
|
2024
Q1 | $8.05M | Buy |
73,108
+1,117
| +2% | +$123K | 0.32% | 62 |
|
|
2023
Q4 | $6.39M | Buy |
71,991
+7,640
| +12% | +$678K | 0.28% | 79 |
|
|
2023
Q3 | $5.18M | Buy |
64,351
+36,828
| +134% | +$2.97M | 0.26% | 87 |
|
|
2023
Q2 | $2.22M | Buy |
27,523
+6,553
| +31% | +$529K | 0.12% | 171 |
|
|
2023
Q1 | $1.54M | Buy |
20,970
+645
| +3% | +$47.3K | 0.09% | 228 |
|
|
2022
Q4 | $1.4M | Sell |
20,325
-1,113
| -5% | -$76.9K | 0.09% | 230 |
|
|
2022
Q3 | $1.34M | Buy |
21,438
+8,680
| +68% | +$541K | 0.1% | 223 |
|
|
2022
Q2 | $811K | Buy |
12,758
+1,696
| +15% | +$108K | 0.07% | 279 |
|
|
2022
Q1 | $836K | Buy |
11,062
+2,791
| +34% | +$211K | 0.06% | 288 |
|
|
2021
Q4 | $664K | Buy |
8,271
+5,038
| +156% | +$404K | 0.05% | 355 |
|
|
2021
Q3 | $246K | Buy |
+3,233
| New | +$246K | 0.02% | 664 |
|