SVWG
Shared Vision Wealth Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Sell |
26,536
-216
| -0.8% | -$7.12K | 0.44% | 36 |
|
|
2025
Q1 | $811K | Sell |
26,752
-2,582
| -9% | -$78.3K | 0.44% | 36 |
|
|
2024
Q4 | $795K | Buy |
29,334
+5,340
| +22% | +$145K | 0.42% | 33 |
|
|
2024
Q3 | $709K | Hold |
23,994
| – | – | 0.38% | 37 |
|
|
2024
Q2 | $658K | Sell |
23,994
-2,522
| -10% | -$69.2K | 0.38% | 37 |
|
|
2024
Q1 | $749K | Sell |
26,516
-1,470
| -5% | -$41.5K | 0.47% | 29 |
|
|
2023
Q4 | $742K | Buy |
+27,986
| New | +$742K | 0.5% | 29 |
|