Integrated Wealth Concepts’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $896K | Sell |
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|
2024
Q3 | $913K | Buy |
|
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|
2024
Q2 | $844K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $841K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $1.96M | Buy |
|
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|
2021
Q3 | $1.3M | Buy |
|
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|
2021
Q2 | $815K | Buy |
|