IWS
Integrity Wealth Solutions’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
26,789
-1,388
| -5% | -$59.1K | 0.56% | 43 |
|
|
2025
Q1 | $1.15M | Sell |
28,177
-1,392
| -5% | -$56.7K | 0.62% | 44 |
|
|
2024
Q4 | $1.33M | Sell |
29,569
-117
| -0.4% | -$5.26K | 0.74% | 41 |
|
|
2024
Q3 | $1.35M | Sell |
29,686
-3,521
| -11% | -$160K | 0.79% | 39 |
|
|
2024
Q2 | $1.38M | Sell |
33,207
-784
| -2% | -$32.6K | 0.9% | 37 |
|
|
2024
Q1 | $1.46M | Sell |
33,991
-543
| -2% | -$23.4K | 0.96% | 36 |
|
|
2023
Q4 | $1.46M | Buy |
+34,534
| New | +$1.46M | 1.01% | 37 |
|