IWS
Integrity Wealth Solutions’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
32,164
+1,730
| +6% | +$126K | 1.14% | 29 |
|
|
2025
Q1 | $2M | Buy |
30,434
+1,781
| +6% | +$117K | 1.08% | 31 |
|
|
2024
Q4 | $1.98M | Buy |
28,653
+145
| +0.5% | +$10K | 1.11% | 33 |
|
|
2024
Q3 | $1.92M | Sell |
28,508
-1,248
| -4% | -$84.3K | 1.12% | 30 |
|
|
2024
Q2 | $1.9M | Sell |
29,756
-279
| -0.9% | -$17.9K | 1.24% | 28 |
|
|
2024
Q1 | $1.85M | Sell |
30,035
-988
| -3% | -$60.8K | 1.21% | 34 |
|
|
2023
Q4 | $1.73M | Buy |
+31,023
| New | +$1.73M | 1.2% | 32 |
|