IWA
Inspirion Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
21,116
-306
| -1% | -$24.4K | 0.22% | 42 |
|
|
2025
Q1 | $1.68M | Sell |
21,422
-2,508
| -10% | -$197K | 0.23% | 41 |
|
|
2024
Q4 | $2.08M | Buy |
23,930
+2,054
| +9% | +$179K | 0.29% | 35 |
|
|
2024
Q3 | $1.9M | Sell |
21,876
-1,279
| -6% | -$111K | 0.27% | 39 |
|
|
2024
Q2 | $1.81M | Sell |
23,155
-100
| -0.4% | -$7.83K | 0.28% | 38 |
|
|
2024
Q1 | $1.93M | Hold |
23,255
| – | – | 0.32% | 37 |
|
|
2023
Q4 | $1.93M | Sell |
23,255
-6,656
| -22% | -$552K | 0.35% | 39 |
|
|
2023
Q3 | $2.16M | Buy |
29,911
+365
| +1% | +$26.4K | 0.42% | 32 |
|
|
2023
Q2 | $2.28M | Buy |
29,546
+261
| +0.9% | +$20.1K | 0.44% | 29 |
|
|
2023
Q1 | $2.23M | Sell |
29,285
-2,636
| -8% | -$201K | 0.45% | 29 |
|
|
2022
Q4 | $2.37M | Buy |
31,921
+4,829
| +18% | +$358K | 0.5% | 30 |
|
|
2022
Q3 | $1.82M | Sell |
27,092
-3,563
| -12% | -$239K | 0.41% | 32 |
|
|
2022
Q2 | $2.22M | Buy |
30,655
+13,445
| +78% | +$974K | 0.49% | 29 |
|
|
2022
Q1 | $1.43M | Buy |
17,210
+1,259
| +8% | +$105K | 0.29% | 35 |
|
|
2021
Q4 | $1.35M | Sell |
15,951
-695
| -4% | -$58.9K | 0.28% | 36 |
|
|
2021
Q3 | $1.36M | Hold |
16,646
| – | – | 0.31% | 33 |
|
|
2021
Q2 | $1.43M | Buy |
16,646
+20
| +0.1% | +$1.72K | 0.35% | 30 |
|
|
2021
Q1 | $1.36M | Sell |
16,626
-214
| -1% | -$17.5K | 0.36% | 30 |
|
|
2020
Q4 | $1.12M | Hold |
16,840
| – | – | 0.31% | 27 |
|
|
2020
Q3 | $844K | Buy |
+16,840
| New | +$844K | 0.29% | 31 |
|