Institute for Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $550K | Hold |
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|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $489K | Hold |
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|
2024
Q4 | $531K | Hold |
|
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|
2024
Q3 | $536K | Hold |
|
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|
2024
Q2 | $510K | Hold |
|
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|
2024
Q1 | $555K | Hold |
|
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|
2023
Q4 | $528K | Hold |
|
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $452K | Hold |
|
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|
2023
Q1 | $443K | Hold |
|
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|
2022
Q4 | $446K | Hold |
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|
2022
Q3 | $401K | Hold |
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|
2022
Q2 | $433K | Hold |
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|
2022
Q1 | $525K | Hold |
|
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|
2021
Q4 | $525K | Hold |
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|
2021
Q3 | $490K | Hold |
|
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|
2021
Q2 | $494K | Hold |
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|
2021
Q1 | $473K | Hold |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $262K | Hold |
|
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|
2020
Q2 | $239K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $374K | Hold |
|
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|
2019
Q3 | $337K | Sell |
|
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|
2019
Q2 | $325K | Hold |
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|
2019
Q1 | $327K | Hold |
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|
2018
Q4 | $292K | Buy |
|