Gerber Kawasaki Wealth & Investment Management’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 | – | Sell |
-16,928
| Closed | -$513K | – | 322 |
|
|
2025
Q1 | $513K | Buy |
16,928
+36
| +0.2% | +$1.09K | 0.02% | 189 |
|
|
2024
Q4 | $458K | Sell |
16,892
-253
| -1% | -$6.86K | 0.02% | 192 |
|
|
2024
Q3 | $506K | Buy |
17,145
+2,097
| +14% | +$61.9K | 0.02% | 183 |
|
|
2024
Q2 | $413K | Hold |
15,048
| – | – | 0.02% | 189 |
|
|
2024
Q1 | $425K | Buy |
+15,048
| New | +$425K | 0.02% | 187 |
|