IWS
Integrity Wealth Solutions’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
70,824
+733
| +1% | +$14.9K | 0.7% | 39 |
|
|
2025
Q1 | $1.36M | Sell |
70,091
-261
| -0.4% | -$5.07K | 0.74% | 39 |
|
|
2024
Q4 | $1.52M | Buy |
70,352
+2,130
| +3% | +$46.1K | 0.85% | 38 |
|
|
2024
Q3 | $1.51M | Hold |
68,222
| – | – | 0.88% | 38 |
|
|
2024
Q2 | $1.39M | Buy |
68,222
+52,021
| +321% | +$1.06M | 0.9% | 36 |
|
|
2024
Q1 | $345K | Hold |
16,201
| – | – | 0.23% | 71 |
|
|
2023
Q4 | $340K | Buy |
+16,201
| New | +$340K | 0.24% | 68 |
|