Avidian Wealth Enterprises’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Hold |
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|
2025
Q1 | $586K | Hold |
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|
2024
Q4 | $525K | Hold |
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|
2024
Q3 | $571K | Hold |
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|
2024
Q2 | $531K | Sell |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $486K | Buy |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $492K | Buy |
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