IWP
Insight Wealth Partners’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
10,853
+399
| +4% | +$40K | 0.42% | 38 |
|
|
2025
Q1 | $1.05M | Buy |
10,454
+3,609
| +53% | +$362K | 0.17% | 37 |
|
|
2024
Q4 | $685K | Sell |
6,845
-139
| -2% | -$13.9K | 0.09% | 54 |
|
|
2024
Q3 | $699K | Hold |
6,984
| – | – | 0.14% | 54 |
|
|
2024
Q2 | $699K | Sell |
6,984
-2,102
| -23% | -$210K | 0.12% | 46 |
|
|
2024
Q1 | $910K | Sell |
9,086
-3,336
| -27% | -$334K | 0.16% | 32 |
|
|
2023
Q4 | $1.24M | Sell |
12,422
-6,232
| -33% | -$624K | 0.22% | 25 |
|
|
2023
Q3 | $1.87M | Sell |
18,654
-836
| -4% | -$83.8K | 0.36% | 16 |
|
|
2023
Q2 | $1.95M | Buy |
+19,490
| New | +$1.95M | 0.45% | 17 |
|