JWM
JGP Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
11,607
| – | – | 0.06% | 135 |
|
|
2025
Q1 | $461K | Hold |
11,607
| – | – | 0.06% | 129 |
|
|
2024
Q4 | $431K | Buy |
+11,607
| New | +$431K | 0.06% | 137 |
|
|
2024
Q1 | – | Sell |
-6,072
| Closed | -$228K | – | 173 |
|
|
2023
Q4 | $228K | Buy |
+6,072
| New | +$228K | 0.03% | 159 |
|