Farther Finance Advisors’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 | $769K | Sell |
23,376
-8,196
| -26% | -$270K | 0.02% | 704 |
|
|
2025
Q1 | $956K | Buy |
31,572
+5,700
| +22% | +$173K | 0.02% | 524 |
|
|
2024
Q4 | $701K | Buy |
25,872
+1,509
| +6% | +$40.9K | 0.03% | 488 |
|
|
2024
Q3 | $719K | Sell |
24,363
-1,359
| -5% | -$40.1K | 0.03% | 460 |
|
|
2024
Q2 | $710K | Buy |
25,722
+785
| +3% | +$21.7K | 0.03% | 376 |
|
|
2024
Q1 | $698K | Buy |
24,937
+663
| +3% | +$18.6K | 0.04% | 319 |
|
|
2023
Q4 | $644K | Buy |
24,274
+2,175
| +10% | +$57.7K | 0.05% | 305 |
|
|
2023
Q3 | $560K | Buy |
22,099
+133
| +0.6% | +$3.37K | 0.09% | 187 |
|
|
2023
Q2 | $559K | Buy |
21,966
+2,526
| +13% | +$64.3K | 0.12% | 148 |
|
|
2023
Q1 | $482K | Sell |
19,440
-6,161
| -24% | -$153K | 0.14% | 135 |
|
|
2022
Q4 | $593K | Buy |
+25,601
| New | +$593K | 0.23% | 87 |
|