Avantax Advisory Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
27,669
-78
| -0.3% | -$2.57K | 0.01% | 1223 |
|
|
2025
Q1 | $841K | Buy |
27,747
+111
| +0.4% | +$3.36K | 0.01% | 1184 |
|
|
2024
Q4 | $749K | Buy |
27,636
+1,135
| +4% | +$30.8K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $783K | Buy |
26,501
+187
| +0.7% | +$5.52K | 0.01% | 1152 |
|
|
2024
Q2 | $722K | Buy |
26,314
+834
| +3% | +$22.9K | 0.01% | 1147 |
|
|
2024
Q1 | $719K | Sell |
25,480
-1,785
| -7% | -$50.4K | 0.01% | 886 |
|
|
2023
Q4 | $723K | Buy |
27,265
+1,199
| +5% | +$31.8K | 0.01% | 837 |
|
|
2023
Q3 | $661K | Buy |
+26,066
| New | +$661K | 0.01% | 835 |
|