LWL
Leo Wealth LLC’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
Q1 | – | Sell |
-9,105
| Closed | -$247K | – | 323 |
|
|
2024
Q4 | $247K | Sell |
9,105
-6,865
| -43% | -$186K | 0.02% | 312 |
|
|
2024
Q3 | $472K | Sell |
15,970
-5,483
| -26% | -$162K | 0.04% | 233 |
|
|
2024
Q2 | $591K | Sell |
21,453
-262,754
| -92% | -$7.23M | 0.06% | 202 |
|
|
2024
Q1 | $8.01M | Buy |
284,207
+12,450
| +5% | +$351K | 0.82% | 25 |
|
|
2023
Q4 | $7.28M | Buy |
+271,757
| New | +$7.28M | 0.75% | 24 |
|