Ironwood Wealth Management (West Virginia)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-145,263
| Closed | -$8.27M | – | 24 |
|
2022
Q2 | $8.27M | Buy |
145,263
+2,602
| +2% | +$148K | 5.68% | 9 |
|
2022
Q1 | $9.5M | Buy |
142,661
+3,860
| +3% | +$257K | 6.85% | 8 |
|
2021
Q4 | $9.85M | Buy |
138,801
+3,034
| +2% | +$215K | 6.89% | 8 |
|
2021
Q3 | $9.64M | Buy |
135,767
+2,286
| +2% | +$162K | 7.15% | 8 |
|
2021
Q2 | $9.78M | Buy |
133,481
+2,663
| +2% | +$195K | 7.02% | 8 |
|
2021
Q1 | $9.19M | Buy |
130,818
+81,571
| +166% | +$5.73M | 7.27% | 8 |
|
2020
Q4 | $3.31M | Buy |
+49,247
| New | +$3.31M | 2.98% | 11 |
|