IWS
Integrity Wealth Solutions’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
5,195
-705
| -12% | -$56.2K | 0.2% | 79 |
|
|
2025
Q1 | $463K | Buy |
5,900
+20
| +0.3% | +$1.57K | 0.25% | 70 |
|
|
2024
Q4 | $513K | Buy |
5,880
+36
| +0.6% | +$3.14K | 0.29% | 63 |
|
|
2024
Q3 | $507K | Sell |
5,844
-767
| -12% | -$66.6K | 0.3% | 62 |
|
|
2024
Q2 | $518K | Sell |
6,611
-194
| -3% | -$15.2K | 0.34% | 60 |
|
|
2024
Q1 | $565K | Sell |
6,805
-177
| -3% | -$14.7K | 0.37% | 59 |
|
|
2023
Q4 | $582K | Buy |
+6,982
| New | +$582K | 0.4% | 53 |
|