IWP
Insight Wealth Partners’s iShares CMBS ETF CMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
53,573
+1,500
| +3% | +$73.1K | 1.01% | 17 |
|
|
2025
Q1 | $2.5M | Buy |
52,073
+313
| +0.6% | +$15K | 0.42% | 18 |
|
|
2024
Q4 | $2.44M | Buy |
51,760
+4,924
| +11% | +$232K | 0.33% | 19 |
|
|
2024
Q3 | $2.29M | Buy |
46,836
+2,397
| +5% | +$117K | 0.45% | 21 |
|
|
2024
Q2 | $2.09M | Sell |
44,439
-418
| -0.9% | -$19.6K | 0.36% | 17 |
|
|
2024
Q1 | $2.11M | Buy |
44,857
+8,020
| +22% | +$378K | 0.36% | 17 |
|
|
2023
Q4 | $1.72M | Buy |
36,837
+1,119
| +3% | +$52.4K | 0.3% | 17 |
|
|
2023
Q3 | $1.61M | Buy |
35,718
+804
| +2% | +$36.2K | 0.31% | 19 |
|
|
2023
Q2 | $1.6M | Sell |
34,914
-9,940
| -22% | -$456K | 0.37% | 20 |
|
|
2023
Q1 | $2.07M | Buy |
44,854
+130
| +0.3% | +$6K | 0.46% | 15 |
|
|
2022
Q4 | $2.05M | Buy |
44,724
+8,623
| +24% | +$396K | 1.54% | 16 |
|
|
2022
Q3 | $1.66M | Buy |
36,101
+4,382
| +14% | +$201K | 1.56% | 16 |
|
|
2022
Q2 | $1.53M | Buy |
31,719
+227
| +0.7% | +$10.9K | 1.15% | 16 |
|
|
2022
Q1 | $1.57M | Buy |
31,492
+328
| +1% | +$16.4K | 0.87% | 17 |
|
|
2021
Q4 | $1.65M | Buy |
31,164
+3,641
| +13% | +$193K | 0.31% | 18 |
|
|
2021
Q3 | $1.49M | Buy |
27,523
+7
| +0% | +$378 | 0.8% | 19 |
|
|
2021
Q2 | $1.5M | Buy |
27,516
+8
| +0% | +$435 | 0.8% | 21 |
|
|
2021
Q1 | $1.48M | Buy |
27,508
+579
| +2% | +$31.2K | 0.73% | 20 |
|
|
2020
Q4 | $1.49M | Buy |
26,929
+13,771
| +105% | +$762K | 0.91% | 19 |
|
|
2020
Q3 | $731K | Buy |
+13,158
| New | +$731K | 0.7% | 27 |
|