Patriot Financial Group Insurance Agency’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Sell |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $148K | Sell |
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|
2021
Q3 | $167K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $47K | Sell |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | $17K | Buy |
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|
2020
Q2 | $14K | Buy |
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