Ironwood Wealth Management (West Virginia)’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Sell |
277,158
-1,882
| -0.7% | -$62.1K | 4.32% | 12 |
|
|
2025
Q1 | $7.8M | Sell |
279,040
-16,072
| -5% | -$449K | 4.07% | 13 |
|
|
2024
Q4 | $7.89M | Buy |
295,112
+6,404
| +2% | +$171K | 3.89% | 12 |
|
|
2024
Q3 | $8.45M | Sell |
288,708
-456
| -0.2% | -$13.3K | 4.14% | 11 |
|
|
2024
Q2 | $8.22M | Buy |
289,164
+2,603
| +0.9% | +$74K | 4.16% | 11 |
|
|
2024
Q1 | $8.04M | Buy |
286,561
+660
| +0.2% | +$18.5K | 4.21% | 11 |
|
|
2023
Q4 | $7.58M | Sell |
285,901
-249
| -0.1% | -$6.6K | 4.15% | 11 |
|
|
2023
Q3 | $7.06M | Sell |
286,150
-561
| -0.2% | -$13.8K | 4.22% | 11 |
|
|
2023
Q2 | $7.14M | Sell |
286,711
-2,163
| -0.7% | -$53.8K | 4.16% | 11 |
|
|
2023
Q1 | $7.22M | Sell |
288,874
-2,091
| -0.7% | -$52.2K | 4.3% | 11 |
|
|
2022
Q4 | $7.17M | Buy |
290,965
+1,307
| +0.5% | +$32.2K | 4.2% | 11 |
|
|
2022
Q3 | $5.85M | Buy |
289,658
+2,197
| +0.8% | +$44.3K | 4.2% | 11 |
|
|
2022
Q2 | $6.3M | Buy |
287,461
+1,783
| +0.6% | +$39.1K | 4.33% | 12 |
|
|
2022
Q1 | $7.27M | Buy |
285,678
+63,764
| +29% | +$1.62M | 5.25% | 10 |
|
|
2021
Q4 | $5.65M | Buy |
221,914
+1,684
| +0.8% | +$42.8K | 3.95% | 11 |
|
|
2021
Q3 | $5.66M | Sell |
220,230
-4,403
| -2% | -$113K | 4.2% | 11 |
|
|
2021
Q2 | $5.8M | Buy |
+224,633
| New | +$5.8M | 4.16% | 11 |
|