IWA
Inspirion Wealth Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Hold |
7,592
| – | – | 0.09% | 82 |
|
|
2025
Q1 | $630K | Sell |
7,592
-2,052
| -21% | -$170K | 0.09% | 83 |
|
|
2024
Q4 | $878K | Buy |
9,644
+1,733
| +22% | +$158K | 0.12% | 63 |
|
|
2024
Q3 | $737K | Sell |
7,911
-169
| -2% | -$15.7K | 0.1% | 75 |
|
|
2024
Q2 | $694K | Sell |
8,080
-173
| -2% | -$14.9K | 0.11% | 73 |
|
|
2024
Q1 | $720K | Sell |
8,253
-24
| -0.3% | -$2.09K | 0.12% | 73 |
|
|
2023
Q4 | $686K | Buy |
8,277
+55
| +0.7% | +$4.56K | 0.12% | 73 |
|
|
2023
Q3 | $602K | Sell |
8,222
-104
| -1% | -$7.62K | 0.12% | 75 |
|
|
2023
Q2 | $641K | Sell |
8,326
-646
| -7% | -$49.7K | 0.12% | 74 |
|
|
2023
Q1 | $662K | Sell |
8,972
-3,032
| -25% | -$224K | 0.13% | 71 |
|
|
2022
Q4 | $867K | Buy |
12,004
+2,698
| +29% | +$195K | 0.18% | 52 |
|
|
2022
Q3 | $634K | Sell |
9,306
-658
| -7% | -$44.8K | 0.14% | 64 |
|
|
2022
Q2 | $702K | Sell |
9,964
-903
| -8% | -$63.6K | 0.15% | 60 |
|
|
2022
Q1 | $911K | Buy |
10,867
+8,664
| +393% | +$726K | 0.19% | 49 |
|
|
2021
Q4 | $204K | Buy |
+2,203
| New | +$204K | 0.04% | 102 |
|