IWMA
Ironwood Wealth Management (Arizona)’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.17M | Sell |
74,093
-23,901
| -24% | -$1.02M | 1.16% | 13 |
|
2025
Q1 | $3.86M | Sell |
97,994
-4,904
| -5% | -$193K | 1.18% | 14 |
|
2024
Q4 | $3.95M | Sell |
102,898
-1,194
| -1% | -$45.8K | 1.22% | 14 |
|
2024
Q3 | $4.3M | Sell |
104,092
-913
| -0.9% | -$37.7K | 1.29% | 13 |
|
2024
Q2 | $3.96M | Sell |
105,005
-3,829
| -4% | -$144K | 1.29% | 13 |
|
2024
Q1 | $3.94M | Sell |
108,834
-2,047
| -2% | -$74.1K | 1.28% | 14 |
|
2023
Q4 | $3.93M | Buy |
110,881
+3,866
| +4% | +$137K | 1.31% | 14 |
|
2023
Q3 | $3.59M | Sell |
107,015
-4,612
| -4% | -$155K | 1.47% | 16 |
|
2023
Q2 | $3.84M | Buy |
111,627
+159
| +0.1% | +$5.47K | 1.43% | 16 |
|
2023
Q1 | $3.8M | Sell |
111,468
-10,492
| -9% | -$358K | 1.5% | 16 |
|
2022
Q4 | $4.02M | Buy |
121,960
+2,228
| +2% | +$73.4K | 1.68% | 16 |
|
2022
Q3 | $4.16M | Hold |
119,732
| – | – | 1.86% | 12 |
|
2022
Q2 | $4.16M | Sell |
119,732
-30,290
| -20% | -$1.05M | 1.86% | 12 |
|
2022
Q1 | $5.8M | Buy |
150,022
+110,364
| +278% | +$4.26M | 2.38% | 11 |
|
2021
Q4 | $1.65M | Buy |
39,658
+435
| +1% | +$18K | 0.72% | 14 |
|
2021
Q3 | $1.67M | Sell |
39,223
-971
| -2% | -$41.3K | 0.79% | 14 |
|
2021
Q2 | $1.84M | Sell |
40,194
-2,126
| -5% | -$97.4K | 1.06% | 13 |
|
2021
Q1 | $1.85M | Sell |
42,320
-7,256
| -15% | -$318K | 1.19% | 12 |
|
2020
Q4 | $2.09M | Sell |
49,576
-1,940
| -4% | -$81.8K | 1.3% | 15 |
|
2020
Q3 | $1.72M | Hold |
51,516
| – | – | 1.28% | 14 |
|
2020
Q2 | $1.72M | Buy |
51,516
+951
| +2% | +$31.8K | 1.28% | 14 |
|
2020
Q1 | $1.44M | Buy |
50,565
+18,720
| +59% | +$533K | 1.21% | 17 |
|
2019
Q4 | $1.2M | Sell |
31,845
-1,063
| -3% | -$40K | 0.84% | 16 |
|
2019
Q3 | $1.13M | Buy |
32,908
+26,643
| +425% | +$913K | 0.84% | 16 |
|
2019
Q2 | $224K | Sell |
6,265
-59
| -0.9% | -$2.11K | 0.17% | 31 |
|
2019
Q1 | $226K | Sell |
6,324
-30
| -0.5% | -$1.07K | 0.19% | 32 |
|
2018
Q4 | $206K | Buy |
6,354
+6,310
| +14,341% | +$205K | 0.2% | 30 |
|
2018
Q3 | $2K | Buy |
44
+34
| +340% | +$1.55K | ﹤0.01% | 57 |
|
2018
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 58 |
|