IWM
Integris Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Sell |
267,597
-13,982
| -5% | -$352K | 1.76% | 16 |
|
|
2025
Q1 | $7.04M | Buy |
281,579
+2,257
| +0.8% | +$56.4K | 2.01% | 14 |
|
|
2024
Q4 | $6.9M | Buy |
279,322
+17,147
| +7% | +$424K | 1.95% | 14 |
|
|
2024
Q3 | $6.6M | Buy |
262,175
+12,282
| +5% | +$309K | 1.84% | 15 |
|
|
2024
Q2 | $6.12M | Sell |
249,893
-4,896
| -2% | -$120K | 1.77% | 17 |
|
|
2024
Q1 | $6.24M | Sell |
254,789
-2,005
| -0.8% | -$49.1K | 1.72% | 16 |
|
|
2023
Q4 | $6.29M | Buy |
256,794
+4,835
| +2% | +$118K | 1.86% | 16 |
|
|
2023
Q3 | $5.99M | Sell |
251,959
-1,737
| -0.7% | -$41.3K | 1.96% | 16 |
|
|
2023
Q2 | $6.07M | Buy |
253,696
+11,669
| +5% | +$279K | 2.15% | 11 |
|
|
2023
Q1 | $5.82M | Buy |
242,027
+21,250
| +10% | +$511K | 2.14% | 11 |
|
|
2022
Q4 | $5.25M | Buy |
+220,777
| New | +$5.25M | 2.05% | 13 |
|