Lauterbach Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
15,823
+346
| +2% | +$11.4K | 0.29% | 44 |
|
|
2025
Q1 | $469K | Hold |
15,477
| – | – | 0.29% | 46 |
|
|
2024
Q4 | $420K | Buy |
15,477
+874
| +6% | +$23.7K | 0.25% | 44 |
|
|
2024
Q3 | $431K | Buy |
14,603
+494
| +4% | +$14.6K | 0.26% | 43 |
|
|
2024
Q2 | $382K | Buy |
14,109
+663
| +5% | +$18K | 0.25% | 42 |
|
|
2024
Q1 | $380K | Buy |
13,446
+783
| +6% | +$22.1K | 0.25% | 41 |
|
|
2023
Q4 | $336K | Buy |
12,663
+573
| +5% | +$15.2K | 0.23% | 40 |
|
|
2023
Q3 | $307K | Buy |
12,090
+459
| +4% | +$11.6K | 0.24% | 40 |
|
|
2023
Q2 | $296K | Buy |
11,631
+1,427
| +14% | +$36.3K | 0.23% | 44 |
|
|
2023
Q1 | $253K | Buy |
10,204
+289
| +3% | +$7.16K | 0.2% | 46 |
|
|
2022
Q4 | $230K | Buy |
+9,915
| New | +$230K | 0.2% | 47 |
|