Icon Wealth Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $129K | Sell |
|
|||||
|
2023
Q2 | $135K | Sell |
|
|||||
|
2023
Q1 | $134K | Buy |
|
|||||
|
2022
Q2 | $2.34M | Sell |
|
|||||
|
2022
Q1 | $6.71M | Sell |
|
|||||
|
2021
Q4 | $12.9M | Sell |
|
|||||
|
2021
Q3 | $12.8M | Buy |
|
|||||
|
2021
Q2 | $11.8M | Buy |
|
|||||
|
2021
Q1 | $9.94M | Sell |
|
|||||
|
2020
Q4 | $8.49M | Buy |
|
|||||
|
2020
Q3 | $6.37M | Buy |
|
|||||
|
2020
Q2 | $5.86M | Buy |
|