Steward Partners Investment Advisory’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 | $29.4K | Hold |
894
| – | – | ﹤0.01% | 2748 |
|
|
2025
Q1 | $27.1K | Buy |
894
+796
| +812% | +$24.1K | ﹤0.01% | 2666 |
|
|
2024
Q4 | $2.66K | Buy |
+98
| New | +$2.66K | ﹤0.01% | 3566 |
|
|
2022
Q4 | – | Sell |
-255
| Closed | -$5K | – | 3419 |
|
|
2022
Q3 | $5K | Hold |
255
| – | – | ﹤0.01% | 2763 |
|
|
2022
Q2 | $6K | Hold |
255
| – | – | ﹤0.01% | 2693 |
|
|
2022
Q1 | $6K | Buy |
+255
| New | +$6K | ﹤0.01% | 2827 |
|