Valued Wealth Advisors’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 | $2.28M | Buy |
69,182
+10,121
| +17% | +$333K | 1.19% | 14 |
|
|
2025
Q1 | $1.79M | Buy |
59,061
+7,636
| +15% | +$231K | 1.07% | 13 |
|
|
2024
Q4 | $1.39M | Buy |
51,425
+18,189
| +55% | +$493K | 0.87% | 16 |
|
|
2024
Q3 | $981K | Buy |
33,236
+1,435
| +5% | +$42.4K | 0.64% | 17 |
|
|
2024
Q2 | $873K | Buy |
31,801
+2,949
| +10% | +$80.9K | 0.6% | 17 |
|
|
2024
Q1 | $814K | Sell |
28,852
-497
| -2% | -$14K | 0.58% | 18 |
|
|
2023
Q4 | $744K | Buy |
+29,349
| New | +$744K | 0.69% | 16 |
|