IIM
Ipswich Investment Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,558
| Closed | -$216K | – | 194 |
|
|
2024
Q4 | $216K | Hold |
3,558
| – | – | 0.05% | 177 |
|
|
2024
Q3 | $217K | Buy |
+3,558
| New | +$217K | 0.05% | 184 |
|
|
2024
Q2 | – | Sell |
-3,558
| Closed | -$201K | – | 196 |
|
|
2024
Q1 | $201K | Buy |
+3,558
| New | +$201K | 0.05% | 193 |
|