Robertson Stephens Wealth Management’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
Q2
$1.78M Buy
2025
Q1
$1.5M Sell
2024
Q4
$1.44M Buy
2024
Q3
$1.01M Buy
2024
Q2
$921K Sell
2024
Q1
$1.71M Sell
2023
Q4
$1.62M Sell
2023
Q3
$2.38M Buy
2023
Q2
$1.69M Buy
2023
Q1
$1.61M Sell
2022
Q4
$2.62M Sell
2022
Q3
$2.26M Buy
2022
Q2
$757K Sell
2022
Q1
$3.24M Buy
2021
Q4
$1.94M Buy
2021
Q3
$552K Sell
2021
Q2
$600K Buy