Integrated Wealth Concepts’s SPDR S&P International Small Cap ETF GWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,265
Closed -$287K 1787
2024
Q4
$287K Sell
9,265
-153
-2% -$4.74K ﹤0.01% 1395
2024
Q3
$321K Sell
9,418
-1,473
-14% -$50.3K ﹤0.01% 1296
2024
Q2
$346K Sell
10,891
-128
-1% -$4.06K ﹤0.01% 1242
2024
Q1
$358K Buy
11,019
+1,980
+22% +$64.3K 0.01% 1227
2023
Q4
$287K Sell
9,039
-1,303
-13% -$41.4K ﹤0.01% 1289
2023
Q3
$301K Sell
10,342
-4,792
-32% -$140K 0.01% 1229
2023
Q2
$462K Buy
+15,134
New +$462K 0.01% 1015