Squire Investment Management Company’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
36,526
-17,586
| -32% | -$578K | 0.44% | 32 |
|
|
2025
Q1 | $1.64M | Hold |
54,112
| – | – | 0.68% | 23 |
|
|
2024
Q4 | $1.47M | Buy |
54,112
+3
| +0% | +$81 | 0.65% | 24 |
|
|
2024
Q3 | $1.6M | Buy |
54,109
+3,075
| +6% | +$90.8K | 0.76% | 22 |
|
|
2024
Q2 | $1.4M | Buy |
51,034
+2
| +0% | +$55 | 0.79% | 20 |
|
|
2024
Q1 | $1.44M | Hold |
51,032
| – | – | 0.91% | 20 |
|
|
2023
Q4 | $1.35M | Buy |
+51,032
| New | +$1.35M | 1.1% | 16 |
|