IWN
Independent Wealth Network’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
5,970
-157
| -3% | -$27.4K | 0.38% | 68 |
|
|
2025
Q1 | $1.07M | Buy |
6,127
+292
| +5% | +$50.8K | 0.43% | 62 |
|
|
2024
Q4 | $964K | Sell |
5,835
-1,128
| -16% | -$186K | 0.39% | 68 |
|
|
2024
Q3 | $1.18M | Buy |
6,963
+59
| +0.9% | +$9.98K | 0.52% | 43 |
|
|
2024
Q2 | $1.05M | Sell |
6,904
-306
| -4% | -$46.7K | 0.49% | 50 |
|
|
2024
Q1 | $1.12M | Sell |
7,210
-24
| -0.3% | -$3.74K | 0.53% | 46 |
|
|
2023
Q4 | $1.05M | Buy |
7,234
+230
| +3% | +$33.4K | 0.55% | 44 |
|
|
2023
Q3 | $935K | Buy |
7,004
+1,396
| +25% | +$186K | 0.58% | 44 |
|
|
2023
Q2 | $789K | Buy |
+5,608
| New | +$789K | 0.47% | 52 |
|
|
2022
Q1 | – | Sell |
-1,344
| Closed | -$203K | – | 213 |
|
|
2021
Q4 | $203K | Buy |
+1,344
| New | +$203K | 0.12% | 197 |
|