IWP
Insight Wealth Partners’s Principal Investment Grade Corporate Active ETF IG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
184,094
+11,007
| +6% | +$229K | 1.49% | 12 |
|
|
2025
Q1 | $3.58M | Buy |
173,087
+14,786
| +9% | +$306K | 0.6% | 12 |
|
|
2024
Q4 | $3.22M | Buy |
158,301
+7,015
| +5% | +$143K | 0.44% | 15 |
|
|
2024
Q3 | $3.24M | Buy |
151,286
+64,275
| +74% | +$1.38M | 0.64% | 13 |
|
|
2024
Q2 | $1.78M | Buy |
87,011
+4,835
| +6% | +$98.9K | 0.31% | 23 |
|
|
2024
Q1 | $1.7M | Buy |
82,176
+16,292
| +25% | +$337K | 0.29% | 21 |
|
|
2023
Q4 | $1.38M | Buy |
65,884
+9,668
| +17% | +$203K | 0.24% | 22 |
|
|
2023
Q3 | $1.11M | Buy |
56,216
+13,188
| +31% | +$259K | 0.21% | 24 |
|
|
2023
Q2 | $885K | Buy |
43,028
+2,361
| +6% | +$48.6K | 0.21% | 31 |
|
|
2023
Q1 | $854K | Buy |
40,667
+7,301
| +22% | +$153K | 0.19% | 28 |
|
|
2022
Q4 | $681K | Buy |
33,366
+14,820
| +80% | +$303K | 0.51% | 29 |
|
|
2022
Q3 | $380K | Sell |
18,546
-30,779
| -62% | -$631K | 0.36% | 39 |
|
|
2022
Q2 | $1.08M | Sell |
49,325
-467
| -0.9% | -$10.2K | 0.81% | 22 |
|
|
2022
Q1 | $1.2M | Buy |
+49,792
| New | +$1.2M | 0.67% | 21 |
|