LWM
LJI Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.78M | Buy |
23,413
+359
| +2% | +$27.3K | 0.31% | 36 |
|
2025
Q1 | $1.59M | Buy |
23,054
+5,163
| +29% | +$356K | 0.32% | 41 |
|
2024
Q4 | $1.15M | Buy |
17,891
+104
| +0.6% | +$6.71K | 0.23% | 48 |
|
2024
Q3 | $1.26M | Sell |
17,787
-2,894
| -14% | -$205K | 0.26% | 47 |
|
2024
Q2 | $1.36M | Buy |
20,681
+644
| +3% | +$42.3K | 0.3% | 41 |
|
2024
Q1 | $1.35M | Buy |
20,037
+5,013
| +33% | +$337K | 0.35% | 33 |
|
2023
Q4 | $956K | Buy |
15,024
+1,037
| +7% | +$66K | 0.25% | 49 |
|
2023
Q3 | $815K | Sell |
13,987
-619,555
| -98% | -$36.1M | 0.23% | 51 |
|
2023
Q2 | $834K | Buy |
633,542
+619,938
| +4,557% | +$816K | 0.24% | 48 |
|
2023
Q1 | $823K | Buy |
13,604
+3,313
| +32% | +$200K | 0.26% | 44 |
|
2022
Q4 | $576K | Buy |
+10,291
| New | +$576K | 0.2% | 57 |
|