IWA
Intercontinental Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $222K | Hold |
4,987
| – | – | 0.05% | 295 |
|
|
2023
Q1 | $207K | Buy |
+4,987
| New | +$207K | 0.05% | 298 |
|
|
2022
Q2 | – | Sell |
-4,987
| Closed | -$222K | – | 284 |
|
|
2022
Q1 | $222K | Hold |
4,987
| – | – | 0.05% | 270 |
|
|
2021
Q4 | $232K | Hold |
4,987
| – | – | 0.05% | 271 |
|
|
2021
Q3 | $210K | Hold |
4,987
| – | – | 0.05% | 271 |
|
|
2021
Q2 | $214K | Hold |
4,987
| – | – | 0.04% | 272 |
|
|
2021
Q1 | $203K | Buy |
+4,987
| New | +$203K | 0.04% | 266 |
|
|
2020
Q1 | – | Sell |
-4,987
| Closed | -$176K | – | 246 |
|
|
2019
Q4 | $176K | Hold |
4,987
| – | – | 0.15% | 123 |
|
|
2019
Q3 | $159K | Hold |
4,987
| – | – | 0.1% | 143 |
|
|
2019
Q2 | $158K | Hold |
4,987
| – | – | 0.08% | 135 |
|
|
2019
Q1 | $155K | Hold |
4,987
| – | – | 0.08% | 143 |
|
|
2018
Q4 | $139K | Buy |
+4,987
| New | +$139K | 0.08% | 144 |
|