Venturi Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $94K | Buy |
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|
2024
Q3 | $101K | Hold |
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|
2024
Q2 | $93.9K | Buy |
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|
2024
Q1 | $95.1K | Hold |
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|
2023
Q4 | $89.3K | Buy |
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|
2023
Q3 | $84.2K | Hold |
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|
2023
Q2 | $84.5K | Buy |
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|
2023
Q1 | $81.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $1.96M | Sell |
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|
2021
Q3 | $2.54M | Sell |
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|
2021
Q2 | $3.82M | Buy |
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|
2021
Q1 | $3.6M | Buy |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15.8M | Buy |
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