Elevate Wealth Advisory’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 | $137K | Buy |
4,151
+93
| +2% | +$3.06K | 0.1% | 84 |
|
|
2025
Q1 | $123K | Hold |
4,058
| – | – | 0.09% | 78 |
|
|
2024
Q4 | $110K | Buy |
4,058
+83
| +2% | +$2.25K | 0.08% | 74 |
|
|
2024
Q3 | $117K | Hold |
3,975
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $109K | Hold |
3,975
| – | – | 0.09% | 70 |
|
|
2024
Q1 | $112K | Hold |
3,975
| – | – | 0.1% | 66 |
|
|
2023
Q4 | $105K | Buy |
+3,975
| New | +$105K | 0.1% | 68 |
|