Heritage Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Sell |
490
-133
| -21% | -$10.3K | ﹤0.01% | 316 |
|
|
2025
Q1 | $43.5K | Hold |
623
| – | – | ﹤0.01% | 312 |
|
|
2024
Q4 | $41.2K | Sell |
623
-249
| -29% | -$16.5K | ﹤0.01% | 328 |
|
|
2024
Q3 | $63.3K | Buy |
872
+632
| +263% | +$45.9K | ﹤0.01% | 311 |
|
|
2024
Q2 | $16.2K | Sell |
240
-50
| -17% | -$3.38K | ﹤0.01% | 391 |
|
|
2024
Q1 | $19.7K | Buy |
290
+50
| +21% | +$3.39K | ﹤0.01% | 396 |
|
|
2023
Q4 | $15.6K | Hold |
240
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $14.4K | Hold |
240
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $15K | Hold |
240
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $14.9K | Hold |
240
| – | – | ﹤0.01% | 420 |
|
|
2022
Q4 | $13.9K | Buy |
+240
| New | +$13.9K | ﹤0.01% | 433 |
|
|
2022
Q3 | – | Sell |
-190
| Closed | -$11K | – | 552 |
|
|
2022
Q2 | $11K | Buy |
+190
| New | +$11K | ﹤0.01% | 458 |
|