LRIA
Leonard Rickey Investment Advisors’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 | $3.69M | Sell |
47,704
-202
| -0.4% | -$15.6K | 0.74% | 23 |
|
|
2025
Q1 | $3.27M | Sell |
47,906
-797
| -2% | -$54.4K | 0.7% | 22 |
|
|
2024
Q4 | $3.22M | Buy |
48,703
+4,693
| +11% | +$310K | 0.74% | 22 |
|
|
2024
Q3 | $3.2M | Sell |
44,010
-2,186
| -5% | -$159K | 0.73% | 23 |
|
|
2024
Q2 | $3.12M | Buy |
46,196
+5,231
| +13% | +$353K | 0.75% | 23 |
|
|
2024
Q1 | $2.78M | Buy |
40,965
+615
| +2% | +$41.7K | 0.72% | 22 |
|
|
2023
Q4 | $2.62M | Sell |
40,350
-1,051
| -3% | -$68.2K | 0.78% | 19 |
|
|
2023
Q3 | $2.48M | Buy |
41,401
+3,578
| +9% | +$215K | 0.81% | 19 |
|
|
2023
Q2 | $2.37M | Sell |
37,823
-276
| -0.7% | -$17.3K | 0.89% | 16 |
|
|
2023
Q1 | $2.36M | Sell |
38,099
-224
| -0.6% | -$13.9K | 0.92% | 17 |
|
|
2022
Q4 | $2.22M | Sell |
38,323
-4,469
| -10% | -$259K | 0.94% | 16 |
|
|
2022
Q3 | $2.18M | Sell |
42,792
-132
| -0.3% | -$6.72K | 1.02% | 15 |
|
|
2022
Q2 | $2.45M | Sell |
42,924
-2,514
| -6% | -$143K | 1.07% | 15 |
|
|
2022
Q1 | $3.03M | Sell |
45,438
-237
| -0.5% | -$15.8K | 1.15% | 15 |
|
|
2021
Q4 | $3.24M | Buy |
45,675
+277
| +0.6% | +$19.6K | 1.19% | 14 |
|
|
2021
Q3 | $3.22M | Buy |
45,398
+3,548
| +8% | +$252K | 1.35% | 12 |
|
|
2021
Q2 | $3.03M | Buy |
41,850
+1,280
| +3% | +$92.8K | 1.31% | 11 |
|
|
2021
Q1 | $2.85M | Sell |
40,570
-1,698
| -4% | -$119K | 1.14% | 12 |
|
|
2020
Q4 | $2.84M | Sell |
42,268
-2,922
| -6% | -$196K | 1.29% | 12 |
|
|
2020
Q3 | $2.64M | Sell |
45,190
-1,377
| -3% | -$80.3K | 1.65% | 12 |
|
|
2020
Q2 | $2.54M | Sell |
46,567
-521
| -1% | -$28.4K | 1.65% | 13 |
|
|
2020
Q1 | $2.21M | Buy |
47,088
+18,078
| +62% | +$850K | 1.72% | 14 |
|
|
2019
Q4 | $1.8M | Buy |
29,010
+302
| +1% | +$18.7K | 1.08% | 17 |
|
|
2019
Q3 | $1.66M | Sell |
28,708
-5,430
| -16% | -$314K | 1.1% | 15 |
|
|
2019
Q2 | $2M | Buy |
34,138
+9,244
| +37% | +$542K | 1.35% | 15 |
|
|
2019
Q1 | $1.45M | Sell |
24,894
-1,737
| -7% | -$101K | 1.05% | 17 |
|
|
2018
Q4 | $1.4M | Buy |
+26,631
| New | +$1.4M | 1.15% | 16 |
|