IWMA
Ironwood Wealth Management (Arizona)’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 | $7.88M | Sell |
194,710
-63,460
| -25% | -$2.57M | 2.88% | 9 |
|
|
2025
Q1 | $9.4M | Sell |
258,170
-8,659
| -3% | -$315K | 2.89% | 9 |
|
|
2024
Q4 | $9.11M | Sell |
266,829
-604
| -0.2% | -$20.6K | 2.83% | 9 |
|
|
2024
Q3 | $10M | Sell |
267,433
-2,490
| -0.9% | -$93.5K | 3.02% | 9 |
|
|
2024
Q2 | $9.47M | Sell |
269,923
-11,241
| -4% | -$394K | 3.09% | 9 |
|
|
2024
Q1 | $10.1M | Sell |
281,164
-14,480
| -5% | -$519K | 3.27% | 9 |
|
|
2023
Q4 | $10.1M | Sell |
295,644
-6,402
| -2% | -$218K | 3.35% | 9 |
|
|
2023
Q3 | $9.37M | Sell |
302,046
-18,835
| -6% | -$584K | 3.82% | 8 |
|
|
2023
Q2 | $10.4M | Buy |
320,881
+5,935
| +2% | +$193K | 3.89% | 7 |
|
|
2023
Q1 | $10.1M | Sell |
314,946
-31,867
| -9% | -$1.02M | 3.99% | 7 |
|
|
2022
Q4 | $10.3M | Buy |
346,813
+203,755
| +142% | +$6.05M | 4.3% | 7 |
|
|
2022
Q3 | $4.13M | Hold |
143,058
| – | – | 1.85% | 13 |
|
|
2022
Q2 | $4.13M | Sell |
143,058
-66,785
| -32% | -$1.93M | 1.85% | 13 |
|
|
2022
Q1 | $7.19M | Buy |
209,843
+106,184
| +102% | +$3.64M | 2.95% | 9 |
|
|
2021
Q4 | $3.78M | Buy |
103,659
+583
| +0.6% | +$21.3K | 1.65% | 9 |
|
|
2021
Q3 | $3.73M | Buy |
103,076
+294
| +0.3% | +$10.6K | 1.76% | 9 |
|
|
2021
Q2 | $3.81M | Sell |
102,782
-2,639
| -3% | -$97.8K | 2.2% | 9 |
|
|
2021
Q1 | $3.73M | Sell |
105,421
-3,229
| -3% | -$114K | 2.39% | 8 |
|
|
2020
Q4 | $3.67M | Sell |
108,650
-506
| -0.5% | -$17.1K | 2.28% | 9 |
|
|
2020
Q3 | $3.02M | Hold |
109,156
| – | – | 2.23% | 9 |
|
|
2020
Q2 | $3.02M | Buy |
109,156
+2,087
| +2% | +$57.6K | 2.23% | 9 |
|
|
2020
Q1 | $2.56M | Buy |
107,069
+78,836
| +279% | +$1.89M | 2.15% | 12 |
|
|
2019
Q4 | $885K | Sell |
28,233
-1,038
| -4% | -$32.5K | 0.62% | 18 |
|
|
2019
Q3 | $859K | Buy |
29,271
+14,370
| +96% | +$422K | 0.64% | 18 |
|
|
2019
Q2 | $441K | Buy |
14,901
+902
| +6% | +$26.7K | 0.34% | 24 |
|
|
2019
Q1 | $409K | Sell |
13,999
-110
| -0.8% | -$3.21K | 0.35% | 25 |
|
|
2018
Q4 | $373K | Buy |
14,109
+13,995
| +12,276% | +$370K | 0.36% | 24 |
|
|
2018
Q3 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 55 |
|