IWA
Inspirion Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
8,180
+11
| +0.1% | +$660 | 0.07% | 101 |
|
|
2025
Q1 | $441K | Hold |
8,169
| – | – | 0.06% | 103 |
|
|
2024
Q4 | $428K | Sell |
8,169
-47
| -0.6% | -$2.46K | 0.06% | 103 |
|
|
2024
Q3 | $472K | Sell |
8,216
-213
| -3% | -$12.2K | 0.07% | 99 |
|
|
2024
Q2 | $451K | Sell |
8,429
-39
| -0.5% | -$2.09K | 0.07% | 94 |
|
|
2024
Q1 | $437K | Sell |
8,468
-181
| -2% | -$9.34K | 0.07% | 95 |
|
|
2023
Q4 | $432K | Sell |
8,649
-775
| -8% | -$38.7K | 0.08% | 90 |
|
|
2023
Q3 | $448K | Sell |
9,424
-420
| -4% | -$20K | 0.09% | 88 |
|
|
2023
Q2 | $485K | Sell |
9,844
-3,211
| -25% | -$158K | 0.09% | 85 |
|
|
2023
Q1 | $637K | Buy |
13,055
+3,510
| +37% | +$171K | 0.13% | 74 |
|
|
2022
Q4 | $446K | Sell |
9,545
-3,497
| -27% | -$163K | 0.09% | 85 |
|
|
2022
Q3 | $561K | Sell |
13,042
-1,679
| -11% | -$72.2K | 0.13% | 72 |
|
|
2022
Q2 | $722K | Sell |
14,721
-3,477
| -19% | -$171K | 0.16% | 59 |
|
|
2022
Q1 | $1.01M | Sell |
18,198
-14,299
| -44% | -$794K | 0.21% | 46 |
|
|
2021
Q4 | $1.95M | Buy |
32,497
+2,895
| +10% | +$173K | 0.41% | 31 |
|
|
2021
Q3 | $1.83M | Buy |
29,602
+4,561
| +18% | +$282K | 0.42% | 30 |
|
|
2021
Q2 | $1.68M | Buy |
25,041
+3,334
| +15% | +$223K | 0.41% | 28 |
|
|
2021
Q1 | $1.4M | Buy |
+21,707
| New | +$1.4M | 0.37% | 29 |
|