IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $545K | Buy |
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|
2023
Q4 | $478K | Sell |
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $586K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $406K | Sell |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $732K | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $388K | Buy |
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|
2020
Q2 | $327K | Buy |
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