AWM
Ariadne Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
10,910
-100
| -0.9% | -$3.49K | 0.18% | 120 |
|
|
2025
Q1 | $348K | Hold |
11,010
| – | – | 0.18% | 124 |
|
|
2024
Q4 | $316K | Hold |
11,010
| – | – | 0.14% | 137 |
|
|
2024
Q3 | $316K | Hold |
11,010
| – | – | 0.17% | 123 |
|
|
2024
Q2 | $302K | Buy |
+11,010
| New | +$302K | 0.23% | 96 |
|