IWN
Independent Wealth Network’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Buy |
140,868
+4,679
| +3% | +$245K | 2.68% | 5 |
|
|
2025
Q1 | $6.96M | Buy |
136,189
+692
| +0.5% | +$35.3K | 2.77% | 5 |
|
|
2024
Q4 | $6.93M | Buy |
135,497
+5,665
| +4% | +$290K | 2.81% | 5 |
|
|
2024
Q3 | $6.86M | Buy |
129,832
+2,981
| +2% | +$158K | 3.03% | 5 |
|
|
2024
Q2 | $6.18M | Sell |
126,851
-3,308
| -3% | -$161K | 2.88% | 4 |
|
|
2024
Q1 | $6.52M | Sell |
130,159
-2,345
| -2% | -$117K | 3.06% | 4 |
|
|
2023
Q4 | $6.18M | Buy |
132,504
+2,706
| +2% | +$126K | 3.25% | 5 |
|
|
2023
Q3 | $5.36M | Buy |
129,798
+7,944
| +7% | +$328K | 3.29% | 4 |
|
|
2023
Q2 | $5.26M | Sell |
121,854
-2,510
| -2% | -$108K | 3.16% | 5 |
|
|
2023
Q1 | $5.06M | Buy |
124,364
+629
| +0.5% | +$25.6K | 3.24% | 4 |
|
|
2022
Q4 | $4.81M | Buy |
123,735
+1,024
| +0.8% | +$39.8K | 3.29% | 4 |
|
|
2022
Q3 | $4.23M | Buy |
122,711
+3,710
| +3% | +$128K | 3.31% | 4 |
|
|
2022
Q2 | $4.38M | Sell |
119,001
-2,372
| -2% | -$87.3K | 3.16% | 4 |
|
|
2022
Q1 | $5.07M | Buy |
121,373
+3,826
| +3% | +$160K | 3.22% | 3 |
|
|
2021
Q4 | $4.94M | Buy |
117,547
+1,799
| +2% | +$75.6K | 3.04% | 3 |
|
|
2021
Q3 | $4.79M | Buy |
+115,748
| New | +$4.79M | 3.13% | 3 |
|