Integrated Wealth Concepts’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $457K | Sell |
|
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|
2024
Q2 | $468K | Sell |
|
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $2.08M | Buy |
|
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|
2022
Q4 | $1.74M | Buy |
|