IWS
Insight Wealth Strategies’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Sell |
718,824
-39
| -0% | -$1.28K | 2.97% | 8 |
|
|
2025
Q1 | $23.3M | Buy |
718,863
+111,537
| +18% | +$3.61M | 3.13% | 8 |
|
|
2024
Q4 | $18.5M | Buy |
607,326
+21,388
| +4% | +$653K | 2.49% | 12 |
|
|
2024
Q3 | $18.2M | Buy |
585,938
+148,121
| +34% | +$4.6M | 2.4% | 12 |
|
|
2024
Q2 | $13M | Buy |
437,817
+12,545
| +3% | +$372K | 1.85% | 15 |
|
|
2024
Q1 | $12.7M | Buy |
+425,272
| New | +$12.7M | 1.86% | 16 |
|