JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-60
| Closed | -$1.65K | – | 1993 |
|
|
2024
Q2 | $1.65K | Buy |
+60
| New | +$1.65K | ﹤0.01% | 1514 |
|
|
2022
Q4 | – | Sell |
-28,237
| Closed | -$558K | – | 1972 |
|
|
2022
Q3 | $558K | Sell |
28,237
-17,788
| -39% | -$352K | 0.06% | 145 |
|
|
2022
Q2 | $1.02M | Hold |
46,025
| – | – | 0.11% | 102 |
|
|
2022
Q1 | $1.17M | Hold |
46,025
| – | – | 0.11% | 106 |
|
|
2021
Q4 | $1.17M | Buy |
46,025
+35,575
| +340% | +$905K | 0.11% | 109 |
|
|
2021
Q3 | $269K | Buy |
+10,450
| New | +$269K | 0.03% | 195 |
|