LWM
Lakeridge Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
22,547
+1,989
| +10% | +$154K | 0.8% | 26 |
|
|
2025
Q1 | $1.44M | Buy |
20,558
+2,782
| +16% | +$194K | 0.72% | 28 |
|
|
2024
Q4 | $1.18M | Buy |
17,776
+2,108
| +13% | +$139K | 0.61% | 32 |
|
|
2024
Q3 | $1.14M | Buy |
15,668
+573
| +4% | +$41.6K | 0.63% | 31 |
|
|
2024
Q2 | $1.02M | Buy |
15,095
+407
| +3% | +$27.5K | 0.61% | 31 |
|
|
2024
Q1 | $997K | Buy |
14,688
+6,363
| +76% | +$432K | 0.65% | 30 |
|
|
2023
Q4 | $541K | Buy |
+8,325
| New | +$541K | 0.39% | 53 |
|