SWM
Sterling Wealth Management’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 | $273K | Buy |
+6,305
| New | +$273K | 0.09% | 86 |
|
|
2024
Q4 | $236K | Sell |
6,346
-429
| -6% | -$15.9K | 0.09% | 96 |
|
|
2024
Q3 | $281K | Sell |
6,775
-1,125
| -14% | -$46.7K | 0.1% | 92 |
|
|
2024
Q2 | $308K | Sell |
7,900
-849
| -10% | -$33.2K | 0.15% | 80 |
|
|
2024
Q1 | $347K | Sell |
8,749
-1,677
| -16% | -$66.5K | 0.17% | 73 |
|
|
2023
Q4 | $392K | Buy |
+10,426
| New | +$392K | 0.22% | 60 |
|