IWA
Inspirion Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
3,953
-360
| -8% | -$28.6K | 0.04% | 124 |
|
|
2025
Q1 | $332K | Sell |
4,313
-4,500
| -51% | -$347K | 0.05% | 116 |
|
|
2024
Q4 | $709K | Buy |
8,813
+4,500
| +104% | +$362K | 0.1% | 76 |
|
|
2024
Q3 | $343K | Hold |
4,313
| – | – | 0.05% | 113 |
|
|
2024
Q2 | $315K | Hold |
4,313
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $328K | Buy |
4,313
+120
| +3% | +$9.12K | 0.05% | 113 |
|
|
2023
Q4 | $308K | Sell |
4,193
-4,484
| -52% | -$329K | 0.06% | 112 |
|
|
2023
Q3 | $563K | Buy |
8,677
+879
| +11% | +$57K | 0.11% | 81 |
|
|
2023
Q2 | $536K | Buy |
7,798
+300
| +4% | +$20.6K | 0.1% | 81 |
|
|
2023
Q1 | $495K | Buy |
7,498
+280
| +4% | +$18.5K | 0.1% | 82 |
|
|
2022
Q4 | $467K | Buy |
7,218
+3,686
| +104% | +$239K | 0.1% | 82 |
|
|
2022
Q3 | $204K | Buy |
+3,532
| New | +$204K | 0.05% | 114 |
|