RSWA
Robinson Smith Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Buy |
37,661
+1,615
| +4% | +$69.8K | 1.3% | 21 |
|
2025
Q1 | $1.43M | Buy |
36,046
+5,824
| +19% | +$231K | 1.2% | 20 |
|
2024
Q4 | $1.12M | Buy |
30,222
+431
| +1% | +$16K | 0.95% | 25 |
|
2024
Q3 | $1.24M | Sell |
29,791
-2,410
| -7% | -$100K | 1.05% | 25 |
|
2024
Q2 | $1.26M | Buy |
32,201
+3,847
| +14% | +$150K | 1.11% | 22 |
|
2024
Q1 | $1.12M | Buy |
28,354
+3,947
| +16% | +$157K | 1.08% | 23 |
|
2023
Q4 | $917K | Buy |
+24,407
| New | +$917K | 0.9% | 26 |
|