IHWM
Iron Horse Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
546,648
+8,071
| +1% | +$327K | 6.53% | 6 |
|
|
2025
Q1 | $19.6M | Buy |
538,577
+36,366
| +7% | +$1.32M | 6.29% | 6 |
|
|
2024
Q4 | $17.1M | Buy |
502,211
+25,229
| +5% | +$861K | 5.75% | 8 |
|
|
2024
Q3 | $17.9M | Buy |
476,982
+27,926
| +6% | +$1.05M | 6.12% | 8 |
|
|
2024
Q2 | $15.8M | Buy |
449,056
+12,384
| +3% | +$434K | 6.02% | 8 |
|
|
2024
Q1 | $15.7M | Buy |
436,672
+19,237
| +5% | +$689K | 6.19% | 8 |
|
|
2023
Q4 | $14.2M | Buy |
417,435
+19,198
| +5% | +$653K | 6.21% | 8 |
|
|
2023
Q3 | $12.3M | Buy |
398,237
+20,098
| +5% | +$623K | 6.06% | 8 |
|
|
2023
Q2 | $12.3M | Sell |
378,139
-11,703
| -3% | -$381K | 6.04% | 8 |
|
|
2023
Q1 | $12.5M | Buy |
389,842
+7,361
| +2% | +$236K | 6.25% | 7 |
|
|
2022
Q4 | $11.4M | Buy |
382,481
+227,805
| +147% | +$6.76M | 6.13% | 7 |
|
|
2022
Q3 | $3.99M | Sell |
154,676
-172,443
| -53% | -$4.45M | 5.76% | 7 |
|
|
2022
Q2 | $9.43M | Buy |
327,119
+39,161
| +14% | +$1.13M | 5.37% | 6 |
|
|
2022
Q1 | $9.87M | Buy |
287,958
+28,835
| +11% | +$988K | 5.42% | 6 |
|
|
2021
Q4 | $9.45M | Buy |
259,123
+21,319
| +9% | +$778K | 5.31% | 7 |
|
|
2021
Q3 | $8.61M | Buy |
237,804
+16,298
| +7% | +$590K | 5.34% | 6 |
|
|
2021
Q2 | $8.15M | Buy |
221,506
+30,618
| +16% | +$1.13M | 5.37% | 6 |
|
|
2021
Q1 | $6.75M | Buy |
190,888
+7,233
| +4% | +$256K | 5.06% | 6 |
|
|
2020
Q4 | $6.2M | Buy |
+183,655
| New | +$6.2M | 4.96% | 6 |
|