SWP
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Sagespring Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Sagespring Wealth Partners’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.12M Buy
125,195
+24,219
+24% +$797K 0.09% 113
2025
Q1 		$3.06M Buy
100,976
+69,500
+221% +$2.11M 0.08% 126
2024
Q4 		$853K Buy
+31,476
New +$853K 0.02% 246