JBA
Johnson Bixby & Associates’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $886K | Buy |
26,940
+45
| +0.2% | +$1.48K | 0.12% | 51 |
|
2025
Q1 | $815K | Buy |
26,895
+1,305
| +5% | +$39.6K | 0.12% | 50 |
|
2024
Q4 | $694K | Sell |
25,590
-828
| -3% | -$22.4K | 0.11% | 55 |
|
2024
Q3 | $780K | Buy |
26,418
+314
| +1% | +$9.27K | 0.12% | 51 |
|
2024
Q2 | $716K | Buy |
26,104
+93
| +0.4% | +$2.55K | 0.12% | 53 |
|
2024
Q1 | $734K | Sell |
26,011
-488
| -2% | -$13.8K | 0.13% | 53 |
|
2023
Q4 | $702K | Sell |
26,499
-377
| -1% | -$9.99K | 0.13% | 53 |
|
2023
Q3 | $682K | Sell |
26,876
-2,038
| -7% | -$51.7K | 0.14% | 50 |
|
2023
Q2 | $736K | Sell |
28,914
-995
| -3% | -$25.3K | 0.15% | 49 |
|
2023
Q1 | $741K | Sell |
29,909
-889
| -3% | -$22K | 0.16% | 48 |
|
2022
Q4 | $714K | Sell |
30,798
-3,778
| -11% | -$87.5K | 0.17% | 49 |
|
2022
Q3 | $683K | Buy |
34,576
+896
| +3% | +$17.7K | 0.17% | 51 |
|
2022
Q2 | $747K | Buy |
+33,680
| New | +$747K | 0.18% | 45 |
|