IAP
Indie Asset Partners’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
25,684
-5,823
| -18% | -$464K | 3.73% | 7 |
|
|
2025
Q1 | $2.47M | Sell |
31,507
-20
| -0.1% | -$1.57K | 2.14% | 6 |
|
|
2024
Q4 | $2.75M | Sell |
31,527
-422
| -1% | -$36.8K | 2.16% | 5 |
|
|
2024
Q3 | $2.77M | Sell |
31,949
-20
| -0.1% | -$1.74K | 2.08% | 5 |
|
|
2024
Q2 | $2.5M | Sell |
31,969
-1,260
| -4% | -$98.7K | 1.99% | 5 |
|
|
2024
Q1 | $2.76M | Buy |
33,229
+2,031
| +7% | +$169K | 2.45% | 4 |
|
|
2023
Q4 | $2.6M | Buy |
31,198
+3,087
| +11% | +$257K | 2.35% | 6 |
|
|
2023
Q3 | $2.03M | Sell |
28,111
-105
| -0.4% | -$7.6K | 2.05% | 8 |
|
|
2023
Q2 | $2.18M | Buy |
28,216
+6,950
| +33% | +$536K | 2.37% | 6 |
|
|
2023
Q1 | $1.62M | Sell |
21,266
-2,450
| -10% | -$187K | 1.89% | 7 |
|
|
2022
Q4 | $1.76M | Sell |
23,716
-3,050
| -11% | -$226K | 1.93% | 6 |
|
|
2022
Q3 | $1.8M | Sell |
26,766
-1,010
| -4% | -$67.8K | 1.84% | 8 |
|
|
2022
Q2 | $2.01M | Sell |
27,776
-2,365
| -8% | -$171K | 1.78% | 7 |
|
|
2022
Q1 | $2.51M | Sell |
30,141
-4,800
| -14% | -$400K | 1.89% | 7 |
|
|
2021
Q4 | $2.96M | Sell |
34,941
-3,900
| -10% | -$330K | 2.15% | 6 |
|
|
2021
Q3 | $3.18M | Sell |
38,841
-1,225
| -3% | -$100K | 2.58% | 5 |
|
|
2021
Q2 | $3.43M | Sell |
40,066
-2,100
| -5% | -$180K | 2.78% | 5 |
|
|
2021
Q1 | $3.46M | Sell |
42,166
-15,100
| -26% | -$1.24M | 3.93% | 3 |
|
|
2020
Q4 | $3.79M | Sell |
57,266
-1,385
| -2% | -$91.7K | 4.41% | 4 |
|
|
2020
Q3 | $2.94M | Buy |
+58,651
| New | +$2.94M | 3.68% | 4 |
|